Authorized Officer
Client Associate
Sue began her UBS career in Chicago, IL as a Client Service Associate after graduating from Keene State College in New Hampshire. In 2005, she transferred to the UBS Westport, CT office in the same capacity. Then in 2007 Sue passed the Series 7 – General Securities Examination, and in 2012 she passed the Series 66 – Uniformed Combined State Law Examination. Sue was subsequently promoted to her current position of Senior Registered Client Service Associate (SRCSA). She also currently holds the position of Branch CSA Coach, which places her in charge of teaching and mentoring all of the CSA's in the Westport office. Sue and her husband, Mike, live in Stratford, CT where they are raising their two children – Lucas and Olivia.
Authorized Officer
Client Associate
Sue began her UBS career in Chicago, IL as a Client Service Associate after graduating from Keene State College in New Hampshire. In 2005, she transferred to the UBS Westport, CT office in the same capacity. Then in 2007 Sue passed the Series 7 – General Securities Examination, and in 2012 she passed the Series 66 – Uniformed Combined State Law Examination. Sue was subsequently promoted to her current position of Senior Registered Client Service Associate (SRCSA). She also currently holds the position of Branch CSA Coach, which places her in charge of teaching and mentoring all of the CSA's in the Westport office. Sue and her husband, Mike, live in Stratford, CT where they are raising their two children – Lucas and Olivia.
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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