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Daniel Seely

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Daniel Seely

Senior Vice President-Wealth Management | UBS

Tulsa, Oklahoma, United States

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Daniel Seely

Summary

Daniel Seely is an accomplished Senior Vice President in Wealth Management at UBS Financial Services Inc., with a wealth of experience in the financial services industry. His career began at Morgan Stanley, where he held a similar role, showcasing his expertise in investment advice and wealth management over several decades. Daniel's educational background in Finance from Missouri State University laid the foundation for his extensive career in banking and investment. Residing in Tulsa, Oklahoma, he has navigated complex financial landscapes, proving his adaptability and strategic thinking. His commitment to client success and understanding of market dynamics positions him as a trusted advisor in the wealth management sector. Daniel remains engaged with industry trends and is passionate about developing innovative financial solutions for his clients. His leadership in high-stakes environments reflects his resilience and dedication to excellence in service delivery. Outside of work, he may have interests that align with financial literacy and community engagement, further underscoring his professional ethos.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Daniel Seely

Work Experience

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Senior Vice President-Wealth Management at

UBS

November 2008 - Present

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Senior Vice President at

Morgan Stanley

January 1987 - Present

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Daniel Seely

Education

Missouri State University, Bs

January 1977 - January 1981

Frequently Asked Questions about Daniel Seely

What is Daniel Seely email address?

Daniel Seely's primary email address is ************@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Daniel Seely work for?

Daniel Seely is a Senior Vice President-Wealth Management at UBS, a company specializing in Investment advice.

Where Daniel Seely graduated from?

Daniel Seely holds a degree in Finance from Missouri State University.

How can I directly contact Daniel Seely?

To contact Daniel Seely directly, you can use the email address ************@ubs.com. Complete contact information is available upon registration with Muraena.

Who is Daniel Seely?

Daniel Seely is an accomplished Senior Vice President in Wealth Management at UBS Financial Services Inc., with a wealth of experience in the financial services industry. His career began at Morgan Stanley, where he held a similar role, showcasing his expertise in investment advice and wealth management over several decades. Daniel's educational background in Finance from Missouri State University laid the foundation for his extensive career in banking and investment. Residing in Tulsa, Oklahoma, he has navigated complex financial landscapes, proving his adaptability and strategic thinking. His commitment to client success and understanding of market dynamics positions him as a trusted advisor in the wealth management sector. Daniel remains engaged with industry trends and is passionate about developing innovative financial solutions for his clients. His leadership in high-stakes environments reflects his resilience and dedication to excellence in service delivery. Outside of work, he may have interests that align with financial literacy and community engagement, further underscoring his professional ethos.

Daniel`s contact details

mail

************@ubs.com

Colleagues

Amit Agarwal Cfa Cpa

Managing Director

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Aneliya Crawford

Head of ESG Advisory Americas, Managing Director

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Betina Dowdell

Client Development Director, Wealth Management Usa

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Danny Mills

Board Member

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Jorge Garcia

Private Advisor, Senior Vice President

Gunjan Gandhi

Director, CCAR Execution Lead

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Carlos Nido

Board Member

Vasilios Athanasopoulos

Wealth Management - KYC Governance

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