Employer Name  

UBS Global Asset Management

Employer  Website

ubs.com

Job Title  

Director

Additional education

MBA, Southern Methodist University

Briefly describe what you do   

I sell money management strategies to financial advisors, including institutional separate accounts, managed accounts and mutual funds.

What are the key skills, abilities, and personal qualities necessary to succeed in this type of work?  

Knowledge of financial markets, theory, history and regulatory environment.  Also requires the ability to present to diverse audiences, including financial advisors, investment committees, public seminars, etc.  Finally, selling skills and territory/expense management are necessary.

What do you enjoy most about your current position?  

The ability to collaborate with financial advisors to create positive financial outcomes for their clients.

Most important/valuable lesson or activity in college that impacted your career  

Through my membership in the Triniteers, as well as a public speaking course my senior year, I learned to have more confidence in my presentation skills.

What advice for someone entering this field?

Only consider the premier firms that continue to grow, thereby creating  growth opportunities for you in the future.

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