Wealth Strategy Associate
I am a graduate of Central Connecticut State University and have just hit my fifth year with the firm. The team relies on me for research, analysis, marketing, and assisting clients in my role as a Wealth Strategy Associate. I graduated with a Bachelor's Degree in Business Management. I am fully registered with my Series 7, 66, and Life Insurance/Annuities. I am a sports enthusiast, coaching and playing basketball and Golf as often as I can. I currently reside in Waterford, CT and I am an active member of my church. I am a strong believer in what this team has to offer and look forward to speaking with all of our clients in the near future.
Senior Client Associate
Pat has been a valuable resource for client needs in the financial sector for over 30 years. Her extensive background in financial services has focused on client relations, concerns, and priorities. She has a high level of experience with internal services, day to day financial requests, account maintenance and plain old costumers service. Her long tenure with UBS is highlighted by her daily personal contact with clients, attention to detail, and an understanding of the process of teamwork that is essential for the financial success of UBS clients.