Wealth Management Associate
Amy Schriner, Senior Registered Client Service Associate, is the focal point of a consistent and smooth client service experience. She is responsible for managing the day-to-day affairs, including coordinating incoming and outgoing communications, managing account documentation, executing asset and cash movements and quarterbacking general client interaction with the team. She has six years experience at UBS in client facing responsibilities and is deeply skilled at service and support functions. In addition to her formal responsibilities, Ms. Schriner serves as an office and firm-wide training resource and mentors new and inexperienced administrative staff. Additional experience includes more than 10 years in the financial services and legal industries. Amy holds the series 7 and 66 securities licenses. In her spare time, Amy enjoys exercising, dirt bike riding and spending time with family.