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Erica Knowles

Erica Knowles

Followers of Erica Knowles209 followers
location of Erica KnowlesFresno, Texas, Vereinigte Staaten von Amerika

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  • Timeline

  • About me

    Investment Manager at UBS (Bahamas) Ltd.

  • Education

    • University of Houston-Clear Lake

      2010 - 2012
      Bachelor of Science (B.S.) Accounting

    • The College of The Bahamas

      1996 - 2000
      Associate of Arts (AA) Accounting

  • Experience

    • UBS (Bahamas) Ltd.

      Jan 2000 - Dec 2009

      Investing and monitoring of assets for discretionary clients. Opening and Closing of accounts and all maintenance pertaing to same. Reconciled account statements to bank statements. Issued checks for clients and vendors.

      • Portfolio Manager

        Aug 2003 - Dec 2009

      • Portfolio Manager

        Jan 2000 - Dec 2009

      • Client Administrator

        Jan 2002 - Aug 2003

      • Account Reconciliation Clerk

        Jan 2001 - Dec 2001

      • Accounts Payables Clerk

        Jan 2000 - Dec 2000

    • UBS (Bahamas) Ltd.

      Apr 2013 - Dec 2014
      Investment Manager

    • Bearbull Degroof International Ltd

      Oct 2015 - Jan 2019
      Office Manager

  • Licenses & Certifications

    • Compliance

      International Compliance Association
      Nov 2017