Ubs Financial Service
Company Profile
Categories:Financial Services, Investment Securities
Site:ubs.com
Phone:
In business since:1998
Products:Asset Management, Banking, Bonds, Brokerage Services, Business Banking, Business Loans, Business services, Cash Management, Charitable Giving, Commercial Banking, Consultations, Debt Management, educational planning, Family Wealth Planning, Futures, ...
Additional:We Believe The Best Investment Decisions Are The Ones That Are Right For You, ~For Information Call~
Summary
A registered office address is 3711 John F Kennedy Pkwy STE 410, Fort Collins, CO 80525. Call the organization at phones: 1 970 498 4000 or 1 970 498 4002.
Who has worked at Ubs Financial Service
| Position at Ubs Financial Service | Previous job position | |
|---|---|---|
| Brandon Levine | Financial Advisor, PMPSince Jul 2010 |
Merrill LynchFinancial Advisor Jul 2008 - Jul 2010 |
| Christopher A. Cavallaro Cfp | Wealth Advisor |
|
| George Carr | Senior Rep |
|
| Karen Edelman | Investment AssociateSince Jul 2000 |
Morgan Stanley Smith BarneySales Assistant Nov 1996 - Jul 2000 |
| Laurie Perry | Registered Client AssociateSince Dec 2008 |
|
| Long Nguyen | CSA and InternSince Jan 2010 |
iphonerepair.weebly.comCEO Since Feb 2008 |
| Nancy Pino | Executive Administrative |
|
| Richard Eng | Vice President - Investments |
|
| Richard Kurjian | Account VP |
Prudential SecuritiesFinancial Advisor Apr 1996 - Apr 2004 |
| Samantha Robinson | Branch Service Associate |
|
| Shadi Armaly | Company Athletic OfficerSince Aug 2014 InternshipJun 2014 - Aug 2014 |
Upstate Pool ManagementSquad Sergeant Aug 2013 - May 2014 |
| Nark Zhang | intern |
Former Employees
| Position at Ubs Financial Service | Next job position | |
|---|---|---|
| Audrey Helmstetter | Branch Service Associate/ Branch Tech LaisionJul 1999 - Jul 2014 |
|
| Ben Howard | InternJan 2011 - Jan 2012 InternshipJan 2011 - Jan 2012 |
HertzBranch Manager Trainee Since Feb 2013 |
| Cari Kenny | Client Service Associate/OperationsJan 2001 - Aug 2007 |
Donor Services GroupOperations Assistant Since Jan 2013 |
| Chang (Joyce) Liu | VP Assistant InternMay 2011 - Apr 2012 |
|
| Charles Bourne | Tax AssociateJan 2006 - Apr 2006 W-8 Tax ConsultantMay 2005 - Jan 2006 |
ASIG JFK Airport Bldg #75Bag Room Agent Since Jul 2013 |
| David Samad | Sales Associate; InternApr 2008 - Aug 2008 |
KPS Capital PartnersAssociate Since Jun 2010 |
| Dean Padilla | Messenger/ mail ClerkMay 1999 - Jan 2011 |
Empire State BuildingSecurity Guard/ Concierge Since Feb 2011 |
| Fliordaliza Ortiz | Senior Payroll RepresentativeSep 2004 - Jul 2007 |
|
| Floyd Moore | Legal AssistantJan 1999 - Nov 2005 |
|
| Fritz Roggow | Financial AdvisorSep 2002 - Feb 2004 |
Army National Guard BureauRegional Recruiter/Program Manager Since Feb 2009 |
| Irina Shimarova | Registered Client Service AssociateJun 2004 - Jun 2008 |
Legg MasonChannel Manager, Broker-Dealer Marketing Since Jan 2013 |
| James Schnackenberg | ManagerApr 2001 - Jan 2003 |
UBSProduct Specialist Since Jan 2013 |
| Jason Lin | Private Wealth Management InternAug 2010 - Feb 2011 |
|
| Jerry Cui | Marketing InternJul 2010 - Dec 2010 |
China Office of University of Roehampton(London)Project Officer Since Sep 2012 |
| Kaprice Shelton | Sr. Stock Plan AdministratorAug 2007 - Jul 2012 |
Comdata CorpCollections Specialist Since Jan 2014 |
| Kenneth Cheung | Manager of Packaging and IntegrationNov 2003 - Nov 2005 |
|
| Kevin Mooney | Financial Advisor2003 - 2006 |
Deloitte Consulting (BearingPoint)Senior Consultant - Strategy & Operations Since 2008 |
| Kimberly Facey | Operations AssistantSince 2006 |
Graybar ElectricBranch Administrator Since 2010 |
| Lucia Salvatore | Administrative Assistant/Client Service AssociateMar 2008 - Apr 2009 |
Oppenheimer & CoClient Service Associate Since Jun 2011 |
| Mario Martinez | Client Service Associate InternSep 2010 - Dec 2010 |
W.J. Bradley CompanyLock Desk Specialist Since Sep 2011 |
| Mark Zhang | internSep 2009 - Dec 2009 |
Self-employedOption Trader Since Sep 2010 |
| Marye Greer | Wire OperatorNov 1997 - May 2002 |
QUILLEN ETSU Physicians and AssociatesReceptionist Since Aug 2009 |
| Michael Tom | Dell/HP Hardware Support TechnicianMay 2010 - Sep 2010 |
CompuComDesktop Support Engineer Technician Since Mar 2011 |
| Michael Tomney | Senior Project Lead AnalystDec 2008 - Mar 2009 |