Authorized Officer
Client Associate
After graduating from Keene State College in New Hampshire, Sue began her UBS career in Chicago, IL as a Client Service Associate (CSA). She transferred to Westport, CT in 2005 in the same capacity. In 2007, Sue passed the Series 7- General Securities examination, and in 2012, passed the series 66-Uniform Combined State Law examination and was subsequently promoted to her current position of Registered Client Service Associate (RCSA). Her duties include handling all of the administrative needs of our clients among many other client-focused activities.
Sue and her husband, Mike, live in Stratford, CT.
Education
Authorized Officer
Client Associate
After graduating from Keene State College in New Hampshire, Sue began her UBS career in Chicago, IL as a Client Service Associate (CSA). She transferred to Westport, CT in 2005 in the same capacity. In 2007, Sue passed the Series 7- General Securities examination, and in 2012, passed the series 66-Uniform Combined State Law examination and was subsequently promoted to her current position of Registered Client Service Associate (RCSA). Her duties include handling all of the administrative needs of our clients among many other client-focused activities.
Sue and her husband, Mike, live in Stratford, CT.
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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