Role and Company
Senior Wealth Strategy Associate, UBS Financial Services
15 years experience in financial services
New York, NY
Member of top sales team with over $4B in assets under management and over $15M in annual revenue managing high net worth client relationships, executing securities trades, generating investment proposals, conducting research, and administering managed money accounts. Possess strong analytical skills and demonstrated ability to research and resolve complex issues. Skilled at managing high net worth client relationships and interfacing with various levels of management. Instrumental in developing, integrating and improving processes, enhancing productivity and implementing technology solutions. Proficient in MS Excel, PowerPoint, Word, Bloomberg Financial and Thomson ONE Analytics. Hold licenses in FINRA Series 7, 63 & 65.
Master of Business Administration, Finance & Marketing, Fordham University, New York, NY, 2011
Bachelor of Arts, Communications, Rutgers University, New Brunswick, NJ 2002