Client Associate
Rafael is a recent graduate of St. Mary's College of CA, where he majored in Business Administration and Minored in Accounting. He started his career as an Intern for UBS during his senior year in college. When Rafael graduated, he became an Assistant for two independent Financial Advisors in San Ramon. Now Rafael has returned in a new role, as a Client Service Associate. Rafael made it a goal to return to UBS one day and is excited to be back to learn and perform.
Rafael manages operations for our clients and assists on market research and investment strategy implementation.
Education
Client Associate
Rafael is a recent graduate of St. Mary's College of CA, where he majored in Business Administration and Minored in Accounting. He started his career as an Intern for UBS during his senior year in college. When Rafael graduated, he became an Assistant for two independent Financial Advisors in San Ramon. Now Rafael has returned in a new role, as a Client Service Associate. Rafael made it a goal to return to UBS one day and is excited to be back to learn and perform.
Rafael manages operations for our clients and assists on market research and investment strategy implementation.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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