Jason Segal, Ubs | Find your best path for intro

Jason Segal

Senior Wealth Strategy Associate Portfolio Management

🏢 Job Change

(2 months ago)

Ubs

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type***** *******

Account Owner***** *****

Account Opps/Deals

******* *****

Closed Won • Jan 25

***K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

Leveraging your organizational collective network
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Jasons’ Career Overlaps

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**** ******

Worked in execs roles at *** together from 2021-2024

***** *****

Worked in the same department at *** together from 2021-2024

Jasons’ Past Experience

Ubs
Senior Wealth Strategy Associate, Portfolio Management
Feb 25 - Present
Btig
Equity Research Associate
May 21- Feb 25
Morgan Stanley
Associate
Oct 18- May 21

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