UBS

Spearheaded development and execution of a growth strategy for the financial adviser resulting in a 30% increase in brand awareness within the first month of implementation.Successfully built a strong lead pipeline through diligent prospecting and financial analysis of Bay Area entrepreneurs and business executives, leveraging my network and industry expertise to effectively reach and engage this unique target audience.Managed client relations through developing regular communication and creating customer appreciation tools.Performed stock research reports and quarterly performance reports for clients, presenting an accurate and up-to-date analysis of their investments. Show less