Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Executive Profile

Professional Profile - Motivated executive professional with 26 years of progressive experience with an expertise in business development, asset gathering and revenue generation. Offering excellent presentation, and communication skills. Results-oriented leader with an entrepreneurial attitude.

Licenses: Series 7, 63 & 65

Skill Highlights
  • Mutual funds
  • Multi asset portfolios
  • Active asset allocation
  • Alternative investments : Hedge funds, Liquid alternatives, Fund of funds
  • Separately managed accounts
  • Sub-advised and multi-managed mutual funds
  • Public speaking
  • Investor private briefing
  • Relationship management
  • Asset retention
  • Marketing development
  • Product development
  • New product launches
Core Accomplishments

Increased monthly sales of $10 million a month to $55 million a month.

Captured 35% market share of sales in UBS Wealth Management.

Honored as Distinguished Regional Sales Director of the Year: 2003, 2005 & 2007.

Spearheaded Regional Due Diligence meetings for financial advisors.

Conducted from 1992 to present: Key speaker client investor seminars -noted in several local news publications.

Professional Experience
Executive Director, 08/2001 to Current
Solaris HealthcareSpring Hill, FL,
  • Alternative Investments: Responsible for the communication, education and distribution of the O'Connor Global Multi Strategy Alpha & Equity Long/Short Funds and A&Q Fund of Funds in Metropolitan New York.
  • Responsible for the distribution and marketing of the UBS Global Asset management capabilities within UBS Private Wealth Management, UBS Wealth Management and other brokerage firms in Metropolitan New York.
  • Cross functional initiatives to institutional consultants and the Private Bank.
  • Communicate regularly the UBS Global AM capabilities which include traditional asset classes (equities & fixed income), active asset allocation, multi asset portfolios and alternative strategies. Portfolios are exhibited through mutual funds (domestic and offshore), separate accounts, institutional commingled portfolios, Limited Partnerships and 1099 Funds to Financial Advisors.
  • Well versed in active asset allocation, and the price-to-intrinsic value security selection process drawn from the firm's capital market assumptions and research. Diligently communicate the performance, positioning, and firm's market thoughts to Financial Advisors and their clients.
  • Skilled at discussing the UBS Global AM capabilities Complex Directors, Analysts, Home Office personnel, High Net Worth Private Clients and Institutions.
  • Train and motivate internal sales consultants.
Vice President, 11/1991 to 08/2001
PruitthealthNorth Myrtle Beach, SC,
  • Responsible for marketing and distribution of mutual funds, closed-end funds and unit investment trusts in the Metropolitan New York regions through major money center banks and regional broker/dealers.
  • Increased annual sales from $75 million in 1993 to $200 million in 2000.
  • Specialized in public speaking to large groups of financial consultants and to private clients.
  • Consulted in the development of a public seminar, marketed directly towards professional women.
  • Received the following training: Financial Engineering Course; Modern Portfolio Theory, Persuasive Selling, Custom-Center Selling Program, Jolles Assoc.
Securities Trader, 03/1991 to 08/1991
FedexTobyhanna, PA,
  • Responsible for the daily trading activity within the Broker/dealer.
  • Advised and reviewed investment portfolios for Financial Consultants and their clients.
Financial Advisor, 11/1989 to 03/1991
Shearson Lehman BrothersCity, STATE,
  • Implemented risk/return analysis, developed asset allocation models, and implemented financial plans in an effort to optimize client portfolios based on individual needs and goals.
  • Managed and monitored client financial assets according to personal risk tolerances and markets conditions, conducted client review meeting and maintained ongoing client communication.
  • Managed over $50 million in assets.
MBA: Business, Expected in 2012
Fordham University - New York, NY

GPA 3.8

Bachelor of Arts: Political Science, Expected in
Chestnut Hill College - Philadelphia, NY

Active participate in Breast Cancer awareness:

2008, 2009, & 2012 Avon Walk for Cancer

Susan B. Komen Foundation

Annual Supporter of the Lung Cancer Research Foundation

Annual Supporter & volunteer for the Westchester County SPCA

Rippowam Cisqua School: 2007 member of Strategic Committee

2001-2011 Annual Fund Committee

King Low Heywood Thomas School: 2014 Annual Fund Committee


Persuasive selling training

Microsoft Excel

Additional Information
  • Equestrian, Golf, Reading, Traveling, Half Marathons, Italian lessons

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School Attended

  • Fordham University
  • Chestnut Hill College

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  • Vice President
  • Securities Trader
  • Financial Advisor


  • MBA
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