Reza Zamani
Algemeen Directeur bij Steel Peak Wealth Management LLC
Profiel
Mr. Reza Zamani is a Founding Partner & Chief Executive Officer at Steel Peak Wealth Management LLC.
He has over 20 years of industry experience.
Mr. Zamani spent the first 13 years of his career at two major Wall Street firms.
He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley.
He received his Bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara.
He also graduated from UCLA’s Management Development Program at the Anderson School of Management.
Actieve functies van Reza Zamani
| Bedrijven | Functie | Begin |
|---|---|---|
Steel Peak Wealth Management LLC
 Steel Peak Wealth Management LLC Investment ManagersFinance Steel Peak Wealth Management LLC (SteelPeak) is an independent, SEC-registered investment advisor headquartered in Woodland Hills, California. The firm was founded by Reza Zamani and MaZ Esmailbeigi in 2012. SteelPeak offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Algemeen Directeur | 01-10-2012 |
Eerdere bekende functies van Reza Zamani
| Bedrijven | Functie | Einde |
|---|---|---|
| MORGAN STANLEY | Corporate Officer/Principal | 01-10-2012 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01-10-2012 |
| Signator Financial Network | Corporate Officer/Principal | 01-06-2000 |
Opleiding van Reza Zamani
| University of California, Santa Barbara | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Bedrijven in privébezit | 3 |
|---|---|
Steel Peak Wealth Management LLC
Steel Peak Wealth Management LLC Investment ManagersFinance Steel Peak Wealth Management LLC (SteelPeak) is an independent, SEC-registered investment advisor headquartered in Woodland Hills, California. The firm was founded by Reza Zamani and MaZ Esmailbeigi in 2012. SteelPeak offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
| Signator Financial Network |