Joe Sholler is a Director with the UBS Equity Plan Advisory Services Business Development Team. He has 14 years of experience in Financial Services. He has worked in a number of roles including as a UBS Financial Advisor, Equity Compensation Call Center Manager and Equity Compensation Relationship Manager focused on the Fortune 500 segment. This experience has provided him with the unique perspective and exposure to all aspects of the Corporate Issuer and participant experience.
Joe graduated from the University of Wisconsin at Madison with a double major in International Relations – American Foreign Policy and Political Science. He is currently the President of a New York City based Scholarship Fund that provides need based scholarships to minority students from New York City to attend UW Madison. Joe has his Series 7, Series 66 and the CEP certification. He is an active member of the New York and New Jersey NASPP chapter and the New York GEO Chapter.