Senior Client Associate
Wendee is a Senior Registerd Client Service Associate whose primary area of focus is customer service and satisfaction. She has more than 13 years of experience in the financial service industry - 10 years with UBS. She, her husband, Pete and all three children, Steve, PJ and Maggie, are Purdue University graduates. She holds Series 7 and 66 securities licenses.
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Senior Client Associate
Wendee is a Senior Registerd Client Service Associate whose primary area of focus is customer service and satisfaction. She has more than 13 years of experience in the financial service industry - 10 years with UBS. She, her husband, Pete and all three children, Steve, PJ and Maggie, are Purdue University graduates. She holds Series 7 and 66 securities licenses.
Let's connect
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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