Senior Client Associate
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Senior Registered Client Associate, Morgan Stanley
Education and credentials
– B.S. in Business Management, University of Phoenix
– Series 7, 66 and 31 securities licenses
Senior Client Associate
Kristin is an integral part of the team, responsible for managing all team operations, client requests and account administration. She is committed to building lasting relationships with each client and takes pride in responding to client requests and working with the team to address their needs, no matter how small or complex. Kristin also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.
Past experience
– Senior Registered Client Associate, Morgan Stanley
Education and credentials
– B.S. in Business Management, University of Phoenix
– Series 7, 66 and 31 securities licenses
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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