Experience

Liquid Holdings Group, Inc.

• Financial Services
• 1 - 100 Employee

• Director, Client Success Team/Operations

  • Jul 2013 - Present

  Assists with the on-boarding of Liquid’s software solutions. Create and distribute status reports to customers and manager. Work with project managers, members of development staff and sales team to advance the progress of customers' open issues. Assists with the on-boarding of Liquid’s software solutions. Create and distribute status reports to customers and manager. Work with project managers, members of development staff and sales team to advance the progress of customers' open issues.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Investment Associate

  • 1991 - 2013

  Supported a team of 14 wealth management professionals including a top Managing Director who was among a select group named to Barron’s Top 100 Financial Advisors. Provided a broad array of client support functions, including client on-boarding, lending, mortgages, credit, stock option financing, restricted sales, gifting, retirement plans, RMDs, beneficiary and estate processes, tax reporting inquiries, FX and domestic cash transactions, risk remediation measures, and resolved discrepancies. Show less