Experience

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  Ubs wealth management

  Jun 2014 - Aug 2014

  Intern

  • Assist financial advisors in research, proposal composition, and data management • Analyze clients' and prospects' current investment statements to determine portfolio's suitability for researching financial goals • Monitor fixed-income markets for potential long-term investments for clients • Develop and assist in the execution of marketing campaigns to generate new business

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  Ubs wealth management

  Jun 2015 - Aug 2015

  Intern

  • Work closely with complex director, assistant complex director, and administration manager• Lead marketing effort in website redesign for branch management team• Assist in recruitment by performing financial advisor team research and conducting internship interviews• Coordinate team events and branch communications

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  Ubs

  Sept 2017 - Oct 2020

  Registered client service associate

  • Maintain the team calendar to ensure the FA has no less than 10 meetings between clients, prospects and contacts of interest • Developing marketing strategies by coordinating events and building out a business strategy to promote efficiency • Day to day client account maintenance, ensuring that every client request is completed and treated with pristine service

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  Morgan stanley

  Oct 2020 - now

  Assistant vice president | business development associate

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