Senior Client Associate
Wendee is a Senior Registered Client Service Associate whose primary area of focus is customer service and satisfaction. She also specializes in educational funding solutions, marketing and client event planning. She has more than 13 years of experience in the financial service industry - the last 10 with UBS. She and her husband, Pete, and all 3 children, Steve, PJ and Maggie, are proud graduates of Purdue University. She holds the Series 7 and 66 securities licenses.
Let's connect
Senior Client Associate
Wendee is a Senior Registered Client Service Associate whose primary area of focus is customer service and satisfaction. She also specializes in educational funding solutions, marketing and client event planning. She has more than 13 years of experience in the financial service industry - the last 10 with UBS. She and her husband, Pete, and all 3 children, Steve, PJ and Maggie, are proud graduates of Purdue University. She holds the Series 7 and 66 securities licenses.
Let's connect
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
