Role and Company

Client Service Associate and Team Manager, UBS Financial Services

Expertise

7 years experience in financial services

Location

Berlin, NJ

About Carly

I started with UBS in 2018 following a tenure at Toll Brothers where I was a mortgage loan originator with six years of prior financial services experience. As a Registered Client Service Associate, I supports the team's clients in all administrative, operational and service matters. In addition to these efforts, I manage the team's calendar, coordinate client events, and assist with all matters related to the Exit Planning Institute's Greater Philadelphia Chapter. I holds my Series 7 and 66 securities licenses. I attended the Pennsylvania State University for undergraduate studies and continue graduate studies at Drexel University. Along with my persistent quest for knowledge, I am an avid outdoors fan and can often be found hiking in the Pinelands with my husband, two step-children, and our dogs!