Senior Client Associate
Eric has earned his FINRA Series 7 and 66 securities registrations.
He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.
Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.
Education
Senior Client Associate
Eric has earned his FINRA Series 7 and 66 securities registrations.
He graduated from the University of Maryland with a BS in finance. Prior to joining UBS in 2017, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland.
Eric grew up in central New Jersey. In his spare time, he enjoys biking, rooting for the New York Mets, and spending time with family. Eric currently resides in Rockville, MD with his wife and young son.
Education
Client Associate
Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.
Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.
Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.
Education
Client Associate
Jane is a Client Service Associate working to ensure seamless, professional and detail-oriented operational and administrative support.
Prior to joining UBS in 2022, Jane graduated from the University of Alabama with a B.A. in Communications and Information Sciences, where she studied Public Relations and Political Science. Jane entered the financial services industry in 2018, as a Client Service Associate at Morgan Stanley in San Francisco, CA.
Formerly from the northern California Bay Area, Jane now resides in the Logan Circle neighborhood of Northwest DC. In her free time you can find her cheering on the Alabama Crimson Tide and the San Francisco Giants.
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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