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| Profession |
Investment Mgmt |
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| Specialty |
Investment mgmt for entrepreneurs and executives |
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| Group |
WLK6 [GL - EC] ~ WLK2 |
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| Business Name |
UBS Financial Services Inc. |
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| Title |
Financial Advisor |
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| Address |
3011 Townsgate Road
Suite 300
Westlake Village, CA 91361-5880
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| Work Phone |
(805)367-3710 |
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| Fax |
(855)896-7613 |
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| Web Site |
www.ubs.com/fa/louisashamallah |
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| Linked In |
View Profile |
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| Member 1-Sheet |
Click to view
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| Member Since |
1/2008
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Financial planning, investment management, stocks, bonds, mutual funds, annuities, private equity, hedge funds, life insurance, estate planning.
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Financial planning, investment management, retirement planning.
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Moderate to high net worth individuals and mid-sized companies. My typical clients are entrepreneurs, executives and engineers.
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Serving all industries, with an emphasis on the technology sector.
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Serving Woodland Hills, Calabasas, Agoura, Oak Park, Thousand Oaks, Westlake Village, Newbury Park, Camarillo, Tarzana, Encino, Studio City, Sherman Oaks, Canoga Park, Chatsworth.
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| Member 1-Sheet |
Click to view
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| Charities |
Wellness Community, L.A. Free Clinic, United Way, to name a few.
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| Graduate Degrees |
MBA in Finance, USC, MS in Engineering, UCLA.
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| College Degrees |
BS in Engineering, UCLA, Magna Cum Laude.
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Speaking/Teaching
Experience |
Part-time comedian for charity. Opened for Jay Leno in Vegas.
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| Organizations |
Board Member, Los Angeles Venture Association.
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| License Number |
0E30629
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