Senior Wealth Strategy Associate
Susan has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts in Mathematics and Masters of Business Administration. Susan supports clients with retirement planning, managing appropriate asset allocation, investment management and insurance needs. Susan also analyzes portfolios and presents investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the monitoring of mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Wealth Strategy Associate
Susan has been in the financial services industry since 2006. Susan is a magna cum laude graduate of The University at Albany, with a Bachelor of Arts in Mathematics and Masters of Business Administration. Susan supports clients with retirement planning, managing appropriate asset allocation, investment management and insurance needs. Susan also analyzes portfolios and presents investment solutions tailored to clients’ individual portfolios. She assists the team in the security selection of managed equity strategies and is responsible for the monitoring of mutual fund portfolios.
Professional Experience
Education
Personal & Community
Licenses
Education
Credentials
Senior Client Associate
Education
Senior Client Associate
Education
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science in Business Administration/Marketing. Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. She brings problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the best possible planning and investment experience to our clients. She supports the next generation of our client families by providing financial education. Rachel shares her team’s commitment to community engagement and actively volunteers for several not-for-profit organizations, including the American Red Cross and Boston Cares.
Professional Experience
Education
Licenses
Personal & Community
Financial Advisor
Rachel Quinn joined our team in August 2022. A graduate of Babson College, where she earned a Bachelor of Science in Business Administration/Marketing. Rachel previously was the Director of Sales and Marketing at Vision Government Solutions. In that role, she worked closely with government officials at the state and local level to improve efficiency in their operations. She brings problem-solving experience to our team by focusing on how we can best serve our clients, provide timely updates to keep clients fully informed, and by sharing our commitment to providing the best possible planning and investment experience to our clients. She supports the next generation of our client families by providing financial education. Rachel shares her team’s commitment to community engagement and actively volunteers for several not-for-profit organizations, including the American Red Cross and Boston Cares.
Professional Experience
Education
Licenses
Personal & Community
Client Associate
Client Associate
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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