Sign in

    Robert Jones

    Senior Vice President–Wealth Management and Financial Advisor at UBS

    Robert (Bob) Jones is a Senior Vice President–Wealth Management and Financial Advisor at UBS, specializing in comprehensive wealth management for individuals, business owners, and multigenerational families. He leverages over 13 years of industry experience to design customized investment strategies, focusing on professionally managed investment accounts, business retirement plans, and annuities. Since joining UBS in 2006, Bob has built a track record of helping clients achieve their financial goals and maintains Series 7 and 66 securities licenses. He is a 2003 graduate of Boston College and is based in Portsmouth, New Hampshire.

    Robert Jones's questions to Serve Robotics Inc. /DE/ (SERV) leadership

    Robert Jones's questions to Serve Robotics Inc. /DE/ (SERV) leadership • Q3 2024

    Question

    Robert Jones requested a detailed walkthrough of Serve's strategic playbook for entering new markets, such as the upcoming Dallas expansion.

    Answer

    CEO Ali Kashani outlined a multi-step process: selecting markets using historical delivery data, securing local depots, deploying a field operations team, and onboarding merchants and customers through partners like Uber. He highlighted the low opt-out rates for both merchants and customers due to the value proposition.

    Ask Fintool Equity Research AI