Wealth Strategy Associate
Relationship Manager
Randi joined UBS Financial Services in 2007 working with Daniel de Varona. She began as a Registered Client Service Associate holding her series 7 and Series 66 licenses. In her role as Relationship Manager she is focused on providing excellent client service and team collaboration. Randi graduated from Michigan State University where she earned a B.A. in business.
Education
Credentials
Wealth Strategy Associate
Relationship Manager
Randi joined UBS Financial Services in 2007 working with Daniel de Varona. She began as a Registered Client Service Associate holding her series 7 and Series 66 licenses. In her role as Relationship Manager she is focused on providing excellent client service and team collaboration. Randi graduated from Michigan State University where she earned a B.A. in business.
Education
Credentials
Client Associate
Colleen has over 25 years of financial industry experience with UBS. She has an extensive background in Operations. Colleen joined Dan de Varona's team as a Client Service Associate and is committed to assisting clients with full service account maintenance.
Client Associate
Colleen has over 25 years of financial industry experience with UBS. She has an extensive background in Operations. Colleen joined Dan de Varona's team as a Client Service Associate and is committed to assisting clients with full service account maintenance.
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.
Email Me
