Experience

Makes all the difference

Susan "Sue" Marchese

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.

Registered States:
  • AZ
  • CT
  • FL
  • GA
  • MA
  • NC
  • NH
  • NY
  • RI
  • TN
  • VA
  • WA

Education

  • Keene State College
8 Wright Street
3rd Floor
Westport, CT 06880

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