Senior Client Associate
Kristle brings more than two decades of client service experience to UBS, where she has been a key member since 2010. Prior to UBS, she served as a Senior Client Service Associate at Morgan Stanley Smith Barney for six years. As the primary liaison for client service matters, she ensures that all administrative and operational needs are handled efficiently. Her areas of expertise include client onboarding, account establishment, digital platform support, and the management of transfers and retirement distributions.
Kristle holds a B.A. from Fairleigh Dickinson University and lives in northern New Jersey with her husband and their three children.
Education
Senior Client Associate
Kristle brings more than two decades of client service experience to UBS, where she has been a key member since 2010. Prior to UBS, she served as a Senior Client Service Associate at Morgan Stanley Smith Barney for six years. As the primary liaison for client service matters, she ensures that all administrative and operational needs are handled efficiently. Her areas of expertise include client onboarding, account establishment, digital platform support, and the management of transfers and retirement distributions.
Kristle holds a B.A. from Fairleigh Dickinson University and lives in northern New Jersey with her husband and their three children.
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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