
Cfp David Potischman
I am honored to be a Certified Financial Planner helping our clients to make critically important decisions about... | Florham Park, New Jersey, United States
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Cfp David Potischman’s Emails da****@ub****.com
Cfp David Potischman’s Phone Numbers No phone number available.
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Cfp David Potischman’s Location Florham Park, New Jersey, United States
Cfp David Potischman’s Expertise I am honored to be a Certified Financial Planner helping our clients to make critically important decisions about their wealth and life plans. As a CFP, I have deep knowledge in key areas of client planning needs such as investment, retirement and risk management. In order to provide comprehensive solutions, I have also attained the Portfolio Manager designation at UBS, and I am licensed for securities, life, health and long term care insurance. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Cfp David Potischman’s Current Industry Ubs
Cfp
David Potischman’s Prior Industry
Smith Barney
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Ubs
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Work Experience

Ubs
Senior Vice President - Wealth Management
Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Smith Barney
Associate Vice President - Investments
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)