Senior Client Associate
Before joining UBS in 2010, Kristle was previously a Senior Client Service Associate for 6 years at Morgan Stanley Smith Barney. As the first point of contact regarding client services or administrative issues, Kristle works closely with clients to assure that their day-to-day needs are being addressed. Her responsibilities include client information gathering, opening accounts, helping clients utilize their online accounts, and handling fund transfers and retirement distributions.
Kristle earned her B.A. from Fairleigh Dickinson University. Kristle resides in northern New Jersey with her husband and their three children.