Client Associate
Michele is an integral part of the team, responsible for managing all operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with advisors to address client needs, no matter how small or complex. Michele also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Michele joined UBS from The Mark USA, a research and evaluation company, where she excelled in financial management and operational efficiency for over seven years. Originally from the East Coast, Michele moved to California over nine years ago. She is married with two children and has a dog named Blu. In her free time, she enjoys reading, traveling and spending time with friends and family.
Client Associate
Michele is an integral part of the team, responsible for managing all operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with advisors to address client needs, no matter how small or complex. Michele also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Michele joined UBS from The Mark USA, a research and evaluation company, where she excelled in financial management and operational efficiency for over seven years. Originally from the East Coast, Michele moved to California over nine years ago. She is married with two children and has a dog named Blu. In her free time, she enjoys reading, traveling and spending time with friends and family.
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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