Experience

Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

Professional history

Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

Education and personal information

In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

Current role and areas of expertise

David Mader joined UBS Bank USA in 2017 and he is currently a Wealth Management Banker covering the Pacific Desert and Pacific Northwest Markets.

David has an extensive background in relationship banking. He is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives. 

Professional history

David began his career in financial services with Wells Fargo Bank in 2002. Prior to joining UBS, he was a Financial Advisor at Wells Fargo Advisors in Palos Verdes, CA. 

Education and personal information

In David’s role as a Wealth Management Banker his NMLS # is 637276. He holds his Series 7 and 66 securities licenses, Life, Health and Annuities license and a Personal Financial Planning Certificate from the University of California, Irvine. He also holds a BA in Political Science with a Minor in Business Administration from California State University, Fullerton where he graduated Cum Laude.

Outside of the office, he enjoys going to the beach with his family, coaching his daughter and son’s soccer teams and on a rare occasion, a quick round of golf.

Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender.

Introduction

Laura works with UBS ultra-high net worth clients and their advisors on issues involving estate and tax planning, business succession, wealth transfer and philanthropic objectives. Laura assists families in the development of estate plans that match their personal values and goals for their legacy.

Professional History

Prior to joining UBS, Laura was a member of the Private Client Services group of the law firm Greenberg Glusker Fields Claman and Machtinger, focusing her practice on estate planning and charitable planning for high net worth individuals. Laura started her career as a member of the corporate department at K&L Gates LLP.

Education

Laura earned a B.A. from UCLA, a J.D. from UC Davis School of Law and an LL.M. (Master of Laws) in Taxation from Loyola Law School, Los Angeles.

Affiliations

Member, Trusts and Estates Section and Taxation Section of California Lawyers Association
Member, Accion Opportunity Fund SoCal Regional Advisory Board