I am currently Executive Director, Corporate Sales for UBS Workplace Wealth Services and Financial Wellness (WWS). I lead the West Coast business development efforts.
In this role, my goal is to collaborate with potential corporate clients, understand what's important to them and align UBS services to their goals. We do this by following a disciplined, partner-based approach focused on discovering corporate and participant/executive level goals, defining success and charting a path to get there. We strive to deeply understand corporate client motivations and tailor our offering accordingly.
I joined UBS in 2018 and have more than 14 years of financial services experience. I was a Senior Account Executive at E*TRADE Corporate Services for over 9 years where I built the IPO vertical and channel partnerships. Earlier in my career, I worked at Morgan Stanley and Merrill Lynch in corporate sales, relationship management and FA roles.
I am a U.C., Berkeley grad and hold FINRA Series 7, 66 licenses. I am a Bay Area native and enjoy classical dance, running, college football (Go Bears!) and hosting friends & family.