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Abigail Fields Email & Phone Number
CSA of Birmingham Investment Group
at
UBS
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
CSA of Birmingham Investment Group
Location
Canton, Michigan, United States
Company size
Who is Abigail Fields? Overview
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Quick answer
Abigail Fields is listed as CSA of Birmingham Investment Group at UBS, a company with 28 employees, based in Canton, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Abigail Fields.
Abigail Fields previously worked as Client Relationship Manager at R Kent Harris & Associates, Ltd. and Licensed Financial Services Representative at Charles Schwab. Abigail Fields holds Bachelor'S Of Natural Science, Psychology from Colorado State University.
Company email context
Email format at UBS
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UBS
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Profile bio
About Abigail Fields
I am passionate about empowering investors while delivering ernest customer service. I have a strong focus and background in creating connectedness through financial services. I leverage empathy, CRM systems, and knowledge to facilitate the pursuit of one’s financial freedom.
Current workplace
Abigail Fields's current company
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Ubs
5 roles
Abigail Fields work experience
A career timeline built from the work history available for this profile.
Client Relationship Manager
Current
R Kent Harris & Associates, Ltd.
In my role, I directly support the Financial Advisor by optimizing their time and ensuring high-quality client service. I manage all client interactions, from pre-meeting preparations to follow-ups, while maintaining compliance with documentation standards. Additionally, I enhance client relationships and oversee the CRM database to support service.
Jul 2024 - Present
Licensed Financial Services Representative
As a Financial Representative at Charles Schwab, I maintained a 90% client satisfaction rate by efficiently handling up to 30 daily transactions and ensuring accurate order execution. I led team meetings on technical analysis, simplified complex financial concepts for clients, and adhered to strict regulatory standards. My role involved using advanced.
Apr 2023 - Jul 2024
Shift Lead Barista
Alley Cat Coffeehouse
I led and mentored a team of 10, fostering a high-energy environment and ensuring alignment with organizational goals. I managed daily operations, including team oversight and customer satisfaction, while developing social media marketing strategies that boosted sales and engagement. Additionally, I contributed to hiring, supplier meetings, and resolving.
Jul 2021 - Jun 2023
Camp Counselor
As a counselor at a summer camp for children with autism, I provided personalized support and created a nurturing environment to help campers engage in activities and develop social skills. I tailored strategies to meet each child’s individual needs, facilitated communication and interaction, and collaborated with staff to ensure a safe and inclusive.
Apr 2022 - Sep 2022
2 education records
Abigail Fields education
Bachelor'S Of Natural Science, Psychology
Education record
Legend High School
FAQ
Frequently asked questions about Abigail Fields
Quick answers generated from the profile data available on this page.
What company does Abigail Fields work for?
Abigail Fields works for UBS.
What is Abigail Fields's role at UBS?
Abigail Fields is listed as CSA of Birmingham Investment Group at UBS.
Where is Abigail Fields based?
Abigail Fields is based in Canton, Michigan, United States while working with UBS.
What companies has Abigail Fields worked for?
Abigail Fields has worked for Ubs, R Kent Harris & Associates, Ltd., Charles Schwab, Alley Cat Coffeehouse, and Campalsing.
Who are Abigail Fields's colleagues at UBS?
Abigail Fields's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Abigail Fields?
You can use AeroLeads to view verified contact signals for Abigail Fields at UBS, including work email, phone, and LinkedIn data when available.
What schools did Abigail Fields attend?
Abigail Fields holds Bachelor'S Of Natural Science, Psychology from Colorado State University.
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