Senior Wealth Strategy Associate
Senior Wealth Strategy Associate
Client Associate
I've been in the wealth management industry for five years and I am a graduate of Minnesota State University Moorhead, where I had studied finance, economics and Spanish while holding leadership positions within multiple student organizations, including Gamma Phi Beta and Financial Management Association.
In my spare time, I enjoy volunteering, reading, and spending time with my husband, Nicolas, and our Miniature Cavapoo, Calvin.
Education
Client Associate
I've been in the wealth management industry for five years and I am a graduate of Minnesota State University Moorhead, where I had studied finance, economics and Spanish while holding leadership positions within multiple student organizations, including Gamma Phi Beta and Financial Management Association.
In my spare time, I enjoy volunteering, reading, and spending time with my husband, Nicolas, and our Miniature Cavapoo, Calvin.
Education
Wealth Planning Associate
Wealth Planning Associate
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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