UBS Financial Services Inc. — Financial Advisor / Stockbroker (2006–2009)
Developed and executed client acquisition strategies targeting small businesses, professionals, and high-net-worth individuals.
Designed, implemented, and reviewed customized investment portfolios aligned with client goals and risk profiles.
Increased assets under management from $8M to $22M through relationship-building and disciplined portfolio management during the 2008–09 financial crisis.
Licensed Series 7 and Series 66 FINRA-registered financial advisor.