Authorized Officer
Client Associate
After graduating from Keene State College in New Hampshire, Sue began her UBS career in Chicago, IL as a Client Service Associate. She transferred to the UBS Westport, CT office in 2005 in the same capacity. In 2007, Sue passed the Series 7 – General Securities Examination, and, in 2012, passed the Series 66 – Uniformed Combined State Law Examination, and was subsequently promoted to her current position of Senior Registered Client Service Associate (SRCSA). Her duties include handling all of the administrative needs of our clients as well as other client-focused activities. She also currently holds the position of Branch CSA Coach, which places her in charge of teaching and mentoring all of the CSA's in the Westport office.
Sue, her husband, Mike, and son, Lucas, live in Stratford, CT.
Education
Authorized Officer
Client Associate
After graduating from Keene State College in New Hampshire, Sue began her UBS career in Chicago, IL as a Client Service Associate. She transferred to the UBS Westport, CT office in 2005 in the same capacity. In 2007, Sue passed the Series 7 – General Securities Examination, and, in 2012, passed the Series 66 – Uniformed Combined State Law Examination, and was subsequently promoted to her current position of Senior Registered Client Service Associate (SRCSA). Her duties include handling all of the administrative needs of our clients as well as other client-focused activities. She also currently holds the position of Branch CSA Coach, which places her in charge of teaching and mentoring all of the CSA's in the Westport office.
Sue, her husband, Mike, and son, Lucas, live in Stratford, CT.
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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