Directory
>
Cfp George Lombardi Cima
Cfp George Lombardi Cima
Senior Financial Advisor - Managing Director – Investment Officer | Dr. Joachim Feltes
Town/Village of Harrison, New York, United States
Cfp George Lombardi Cima
Summary
George Lombardi is a seasoned Wealth Advisor at UBS Financial Services Inc., bringing over two decades of experience in financial services. He has a strong background in accounting, having worked at EY as a Manager in Personal Financial Counseling before transitioning to wealth management. George holds multiple degrees from Fordham University, including an MBA in Accounting and a Master's in Taxation, which equip him with a robust understanding of financial intricacies. His commitment to helping clients achieve their financial goals is evident in his tailored wealth planning approach. George is licensed to operate in multiple states, showcasing his extensive reach in the financial advisory landscape. His career reflects a blend of analytical skills and client-focused service, making him a trusted partner for wealth management. Outside of work, he is likely to engage in continuous learning to stay updated on financial regulations and market trends, ensuring he provides the best service possible. George's long tenure at UBS indicates a strong alignment with the firm's values and mission.
Cfp George Lombardi Cima
Work Experience
Senior Financial Advisor - Managing Director – Investment Officer at
Wells Fargo Advisors
October 2017 - Present
Senior Vice President - Wealth Management at
Dr. Joachim Feltes
July 2006 - Present
Senior Vice President - Wealth Management at
UBS
July 2006 - September 2017
Financial Advisor at
Smith Barney
May 2000 - July 2006
Financial Advisor at
SMITH BARNEY
May 2000 - July 2006
Manager - Personal Financial Counseling at
EY
November 1993 - May 2000
Manager - Personal Financial Counseling at
Ey
November 1993 - May 2000
Managing Director – Investment Officer at
Wells Fargo Advisors
Present
Cfp George Lombardi Cima
Education
Frequently Asked Questions about Cfp George Lombardi Cima
What is Cfp George Lombardi Cima email address?
Cfp George Lombardi Cima's primary email address is ***************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp George Lombardi Cima work for?
Cfp George Lombardi Cima is a Senior Financial Advisor - Managing Director – Investment Officer at Dr. Joachim Feltes, a company specializing in Miscellaneous personal services.
Where Cfp George Lombardi Cima graduated from?
Cfp George Lombardi Cima holds a degree in Finance from Fordham University.
How can I directly contact Cfp George Lombardi Cima?
To contact Cfp George Lombardi Cima directly, you can use the email address ***************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Cfp George Lombardi Cima?
George Lombardi is a seasoned Wealth Advisor at UBS Financial Services Inc., bringing over two decades of experience in financial services. He has a strong background in accounting, having worked at EY as a Manager in Personal Financial Counseling before transitioning to wealth management. George holds multiple degrees from Fordham University, including an MBA in Accounting and a Master's in Taxation, which equip him with a robust understanding of financial intricacies. His commitment to helping clients achieve their financial goals is evident in his tailored wealth planning approach. George is licensed to operate in multiple states, showcasing his extensive reach in the financial advisory landscape. His career reflects a blend of analytical skills and client-focused service, making him a trusted partner for wealth management. Outside of work, he is likely to engage in continuous learning to stay updated on financial regulations and market trends, ensuring he provides the best service possible. George's long tenure at UBS indicates a strong alignment with the firm's values and mission.
Cfp`s contact details
***************@wellsfargoadvisors.com
***************@ubs.com
Colleagues
Vice President Of Financial Planning And Analysis
Senior Vice President, Head Of Investor Relations
Global Transition Head, Location Strategy and Transformation Program Manager, Managing Director
First Vice President
Enterprise Risk | Data Quality | Capital Management | Portfolio Management
Managing Director
Internship
Managing Director
Vice President, Global Regualtory Reporting
Senior Vice President - Investment Officer