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Alejandro Oberli

Investor

Advisor at Parkview Group

Zurich, Switzerland

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About

Has over 30 years of experience in foreign exchange, investment banking, derivatives, and wealth management, with roles at UBS, Credit Suisse and Goldman Sachs, working primarily with Mexican families and entrepreneurs.

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

Artur Melnyk
Senior Analyst at Parkview Group
Cecilia Santana
Advisor at Parkview Group
Elena Iasonidou
Administrator at Parkview Group
Evelyne Höntsch
Executive Assistant at Parkview Group
Federica Romano
Portfolio Manager at Parkview Group
Feifei Wang
Senior Analyst at Parkview Group
Georgia Vishnumolakala
Investment Accountant at Parkview Group
Ioannis Kogkol
Investment Accountant at Parkview Group

Frequently asked questions

Who is Alejandro Oberli?
Has over 30 years of experience in foreign exchange, investment banking, derivatives, and wealth management, with roles at UBS, Credit Suisse and Goldman Sachs, working primarily with Mexican families and entrepreneurs.
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).

Same school

Shared employers