Senior Vice President–Wealth Management
Financial Advisor
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Credentials
Senior Client Associate
Starting work with UBS in 1991 as a Business Service Associate in the Phoenix office, I accepted an Assistant Operations Manager position in 1995 at the Sun City office. In 2002 I moved to the Scottsdale office and then back to the Phoenix office in 2001. I have been working with Ty since early 2016 as a Senior Client Service Associate.
I support virtually all of the administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communications preferences. I enjoy working hard to see that client requests are addressed professionally; and take great pride to see that optimum results are delivered in a timely manner.
Senior Client Associate
Starting work with UBS in 1991 as a Business Service Associate in the Phoenix office, I accepted an Assistant Operations Manager position in 1995 at the Sun City office. In 2002 I moved to the Scottsdale office and then back to the Phoenix office in 2001. I have been working with Ty since early 2016 as a Senior Client Service Associate.
I support virtually all of the administrative, compliance and operational requirements. This includes and is not limited to the establishment of accounts, all asset transfers, online services and electronic communications preferences. I enjoy working hard to see that client requests are addressed professionally; and take great pride to see that optimum results are delivered in a timely manner.
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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