Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Credentials
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
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.
Education
Let's connect
Associate Director
Senior Wealth Strategy Associate
University of California, Berkeley
BA Economics
Experience:
Shelly has over 22 years of wealth finance expertise. She joined Citibank Personal Banking in the year 2000, was then recruited to Merrill Wealth Management Cupertino Silicon Valley office as Client Service Associate. She later relocated to Merrill San Francisco International branch office. She joined UBS International office in March 2016, and she is the team’s Senior Wealth Strategy Associate.
Certifications:
Associate Director
Senior Wealth Strategy Associate
University of California, Berkeley
BA Economics
Experience:
Shelly has over 22 years of wealth finance expertise. She joined Citibank Personal Banking in the year 2000, was then recruited to Merrill Wealth Management Cupertino Silicon Valley office as Client Service Associate. She later relocated to Merrill San Francisco International branch office. She joined UBS International office in March 2016, and she is the team’s Senior Wealth Strategy Associate.
Certifications:
Authorized Officer
Senior Wealth Strategy Associate
San Francisco State University
BS Business Administration (Concentration in International Business)
Experience
Georgiana Suen is a Senior Wealth Strategy Associate. She joined the team at Merrill Lynch International, San Francisco since 2010. Prior to joining the team, she was an Assistant Relationship Manager at Citibank International Personal Banking where she started her career in banking and finance industry in 2004.
Certifications
Authorized Officer
Senior Wealth Strategy Associate
San Francisco State University
BS Business Administration (Concentration in International Business)
Experience
Georgiana Suen is a Senior Wealth Strategy Associate. She joined the team at Merrill Lynch International, San Francisco since 2010. Prior to joining the team, she was an Assistant Relationship Manager at Citibank International Personal Banking where she started her career in banking and finance industry in 2004.
Certifications
Registered Client Associate
San Francisco State University
BS Business Administration (Emphasis in Marketing)
Experience
Emily Cai is a Registered Client Services Associate who joined the team at UBS in October 2022. She has experience working with clients across a variety of industries.
Certifications
Registered Client Associate
San Francisco State University
BS Business Administration (Emphasis in Marketing)
Experience
Emily Cai is a Registered Client Services Associate who joined the team at UBS in October 2022. She has experience working with clients across a variety of industries.
Certifications
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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