Client Associate
Zachary began working at UBS Financial services in June 2016 working alongside financial advisor Bradley Rubin in the Wealth Management division. He has recently obtained his series 7 license as well as pursuing his 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University earning his bachelor's degree in Logistics Management. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.
Client Associate
Zachary began working at UBS Financial services in June 2016 working alongside financial advisor Bradley Rubin in the Wealth Management division. He has recently obtained his series 7 license as well as pursuing his 66 license. Zachary graduated from the Fisher College of Business at The Ohio State University earning his bachelor's degree in Logistics Management. His areas of focus include client service, online services, money movement/transfers and maintaining communication between clients and the FA making sure that all requests are handled correctly in a timely manner. He has recently moved into New York City and is an avid sports enthusiast.
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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