Senior Client Associate
Erika Herfert manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients' operational and administrative needs. She joined UBS in 2011. As a Registered Client Service Associate, she holds the Series 7 and Series 66 licenses. She has a BA from the University of Iowa in Italian (fluent) and International Business and a Masters from The George Washington University School of Business.
Education
Senior Client Associate
Erika Herfert manages all operational aspects of the practice from client on-boarding through implementation and ensures the highest quality service standards for clients' operational and administrative needs. She joined UBS in 2011. As a Registered Client Service Associate, she holds the Series 7 and Series 66 licenses. She has a BA from the University of Iowa in Italian (fluent) and International Business and a Masters from The George Washington University School of Business.
Education
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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