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Alejandro Oberli

Investor

Advisor at Parkview Group

Zurich, Switzerland

Find your path to Alejandro

580 people in our graph share verified history with Alejandro — schools, employers, funds. One of them is your warm intro.

Chris BischoffunlockedAlejandro: together at Goldman Sachs (2001–2002)
×8Alejandro: together at Goldman Sachs
Alejandro: together at UCLA
×2Alejandro: together at University of Denver

About

Has 30+ years in FX, investment banking, derivatives and wealth management, having worked at UBS, Credit Suisse and Goldman Sachs before joining UBS International Wealth Management, primarily serving Mexican families.

Experience

  1. ParkviewAdvisorcurrent2016 — presentZurich, Switzerland
  2. UBS Wealth ManagementExecutive Director - Senior Client Advisor2013 — 2016Zurich, Switzerland
  3. UBS Wealth ManagementExecutive Director - Senior Client Advisor2010 — 2013Geneva, Geneva, Switzerland
  4. UBS Wealth ManagementExecutive Director2003 — 2010New York City Metropolitan Area
  5. Goldman SachsExecutive Director - Senior Client Advisor - Investment Management Division1999 — 2002Zurich, Switzerland
  6. Goldman SachsExecutive Director - Equity Derivatives - Investment Banking Division1990 — 1999Zurich, Switzerland
  7. Credit SuisseAssociate - Investment Banking Division - Debt Capital Markets Origination1988 — 1990Zurich, Switzerland
  8. UBS Investment BankAnalyst1984 — 1986Zurich, Switzerland

Skills & more

Capital Markets15Portfolio Management14Equities23Derivatives11Hedge Funds16Alternative Investments13Asset Management10Investment Advisory7Investment Banking8Fixed Income18Private Banking8Equity Derivatives5
+12 moreBloombergInvestmentsAsset AllocationFinancial MarketsSeries 7Structured ProductsMergers & AcquisitionsSecuritiesAsset ManagmentPrivate EquityTradingStructured Finance

Languages English · German · Spanish

  • N.A.S.D. Registrations: Series 7 / 3 / 63 / 65

From Alejandro's professional profile.

Colleagues at Parkview Group

Frequently asked questions

Who is Alejandro Oberli?
Has 30+ years in FX, investment banking, derivatives and wealth management, having worked at UBS, Credit Suisse and Goldman Sachs before joining UBS International Wealth Management, primarily serving Mexican families.
Where does Alejandro Oberli work?
Alejandro Oberli is Advisor at Parkview Group.
Where did Alejandro Oberli go to school?
Alejandro Oberli studied at University of Denver (Master of Business Administration (M.B.A.), Finance); UCLA (Post Graduate Studies in Marketing and Finance); University of Denver (Bachelor's Degree, BSBA - Marketing).

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