Senior Client Associate
Gretchen joined UBS through the Piper Jaffray acquisition and has been with the firm since 2000. Gretchen has worked in the financial services industry since 1994. She leads the daily operations of the team and ensures service excellence for clients. She holds FINRA Series 7, 63, 65, 9/ 10 securities licenses.
Gretchen is a Fargo, ND native . She enjoys spending time at the lake and being a soccer, baseball, football, and theater mom. She and her husband, Kent, have two middle school aged children.
Senior Client Associate
Gretchen joined UBS through the Piper Jaffray acquisition and has been with the firm since 2000. Gretchen has worked in the financial services industry since 1994. She leads the daily operations of the team and ensures service excellence for clients. She holds FINRA Series 7, 63, 65, 9/ 10 securities licenses.
Gretchen is a Fargo, ND native . She enjoys spending time at the lake and being a soccer, baseball, football, and theater mom. She and her husband, Kent, have two middle school aged children.
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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