Sr Client Service Associate
UBS Financial Services Inc. Poway,California
to 08/2014 Sr Client Service Associate UBS Financial Services Inc . － San Diego , CA Reviewed clients'...or financial performance indicated a need for plan revision . Assisted in implementing financial planning...Accomplishments Operated computers programmed with financial planning software to record , store , and analyze
Senior Private Banker, AVP
Wells Fargo Bank Poway,California
array of services , including investment management/estate planning , credit and consumer banking products...customized financial strategies for clients' financial needs . Conducted careful financial and covenant...products to develop customized financial strategies for clients' financial needs . Closely monitored the
Morgan Stanley Poway,California
of experience in the financial services industry (3 years as a licensed Financial Advisor) . Focuses...2010 to May 2013 Morgan Stanley San Diego , CA Financial Advisor Passed series 7 and 66 exams within two...weekly basis October 2008 to February 2010 UBS Financial La Jolla , CA Research and Marketing Intern
Insurance Marketers Poway,California
Summary Diligent sales and service professional with more than two years job experience building and...
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