Senior Client Associate
Diane has been with UBS since March of 2007, and prior to that worked at Morgan Stanley. She holds her 7, 66 and Wisconsin insurance licenses, as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She holds a Bachelor of Science degree from the University of Southern California. Diane lives in Brookfield with her husband, son and daughter. In her spare time, she enjoys yoga, reading, music and is a USC football fan.
Education
Credentials
Senior Client Associate
Diane has been with UBS since March of 2007, and prior to that worked at Morgan Stanley. She holds her 7, 66 and Wisconsin insurance licenses, as well as the Chartered Retirement Planning Counselor (CRPC®) designation. She holds a Bachelor of Science degree from the University of Southern California. Diane lives in Brookfield with her husband, son and daughter. In her spare time, she enjoys yoga, reading, music and is a USC football fan.
Education
Credentials
Wealth Strategy Associate
Andrew has four years of experience in the financial services industry. He has been working at UBS as a Registered Client Service Associate since 2015. He is a graduate of UW-Milwaukee with a B.S. in Finance and Marketing. Andrew has obtained his Series 7 and 66 securities licenses, as well as his insurance license. During his free time, Andrew enjoys golfing and playing hockey.
Education
Wealth Strategy Associate
Andrew has four years of experience in the financial services industry. He has been working at UBS as a Registered Client Service Associate since 2015. He is a graduate of UW-Milwaukee with a B.S. in Finance and Marketing. Andrew has obtained his Series 7 and 66 securities licenses, as well as his insurance license. During his free time, Andrew enjoys golfing and playing hockey.
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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