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Isabelle Yawn

Isabelle Yawn

Wealth Management Intern

Followers of Isabelle Yawn675 followers
location of Isabelle YawnNew York City Metropolitan Area

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  • Timeline

  • About me

    Client Service Associate at UBS

  • Education

    • St. Mary's Episcopal School

      1999 - 2014

    • Fordham Gabelli School of Business

      2014 - 2018
      Bachelor’s Degree Finance

  • Experience

    • Merrill Lynch

      Jul 2016 - Aug 2016
      Wealth Management Intern

      My responsibilities included conducting product, market, and client research, reporting and analysis, and assisting in business development and prospecting new clients.

    • UBS

      Jan 2018 - now

      • Client Service Associate

        May 2018 - now

      • Management Intern

        Jan 2018 - May 2018

  • Licenses & Certifications

    • Series 65

      FINRA (Financial Industry Regulatory Authority)

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)