Authorized Officer
Senior Client Associate
Lauren provides a foundation for the practice in a multitude of client service areas and performs a key role in the day-to-day operations of the team. Her collaboration with other team members ensures effective and efficient processing of all client requests. She is dedicated to delivering exceptional customer service and her advanced knowledge of all of UBS's capabilities and services enable her to do that.
Lauren joined the team in 2016 and has over 10 years of industry experience. Prior to her current role, Lauren was the Director of Client Services for a Northwestern Mutual Insurance team in West Palm Beach, FL. She has spent most of her industry career working with smaller, independent financial advising firms in Rhode Island and New York, where she is originally from. In her spare time, she enjoys cooking, attending sports events, and spending time with her husband, Justin.
Credentials
Authorized Officer
Senior Client Associate
Lauren provides a foundation for the practice in a multitude of client service areas and performs a key role in the day-to-day operations of the team. Her collaboration with other team members ensures effective and efficient processing of all client requests. She is dedicated to delivering exceptional customer service and her advanced knowledge of all of UBS's capabilities and services enable her to do that.
Lauren joined the team in 2016 and has over 10 years of industry experience. Prior to her current role, Lauren was the Director of Client Services for a Northwestern Mutual Insurance team in West Palm Beach, FL. She has spent most of her industry career working with smaller, independent financial advising firms in Rhode Island and New York, where she is originally from. In her spare time, she enjoys cooking, attending sports events, and spending time with her husband, Justin.
Credentials
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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