Amy Brown Email and Phone Number
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Amy Brown personal email
I’m a people-person first and foremost, and in my current role I work with a leading wealth management team developing and implementing client-centric and customer service strategies in all aspects of the business. I have a depth of with executive business management in multiple roles spanning strategy planning, operations, P&L, and design of focused customer experience programs in ever-changing and challenging environments. I like to use my background in accounting and running companies to help families and small businesses navigate their financial landscapes and optimize their portfolios to meet their specific needs./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Chief Of Staff – Newbridge Wealth Management, Ubs Financial ServicesUbs Jun 2023 - PresentCherry Creek, Colorado, United StatesAmy serves as the Chief of Staff for NewBridge Wealth Management where she is focused on ensuring the practice provides exceptional customer service in every aspect of its work. In this role, Amy works in concert with team leadership to identify targeted projects and programs that optimize the client experience and drive efficiencies in all areas of the practice. With more than two decades of experience leading the operations of a range of businesses, Amy leverages her depth of knowledge in… Show more Amy serves as the Chief of Staff for NewBridge Wealth Management where she is focused on ensuring the practice provides exceptional customer service in every aspect of its work. In this role, Amy works in concert with team leadership to identify targeted projects and programs that optimize the client experience and drive efficiencies in all areas of the practice. With more than two decades of experience leading the operations of a range of businesses, Amy leverages her depth of knowledge in accounting, finance, and managing people to help elevate the team. With a master’s degree in accounting, Amy has worked in and around finance her entire career, including her most recent role as the CFO of a national nonprofit. Before her most recent role, she also served as the Director of Finance and Operations for a real estate investment firm based in Chicago. Amy started her career as a staff accountant and then operational risk management associate with leading accounting and financial institutions. She earned her bachelor’s and master’s degrees from the University of Wisconsin – Madison. Amy lives in Chicago with her husband, Tom, and her daughters, Chloe and Mica. All four are recently enjoying training the newest addition to their family, a mini-bernedoodle named Lola. Show less -
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Amy Brown Skills
Amy Brown Education Details
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Accounting -
Accounting
Frequently Asked Questions about Amy Brown
What company does Amy Brown work for?
Amy Brown works for Ubs
What is Amy Brown's role at the current company?
Amy Brown's current role is Skilled financial and accounting professional with deep operations and strategic implementation experience, COO.
What is Amy Brown's email address?
Amy Brown's email address is am****@****how.com
What schools did Amy Brown attend?
Amy Brown attended University Of Wisconsin-Madison, University Of Wisconsin-Madison.
What skills is Amy Brown known for?
Amy Brown has skills like Business Administration, Education, Administration, Finance, Beauty Industry.
Who are Amy Brown's colleagues?
Amy Brown's colleagues are Natisha Little, Shrey Desai, Silvia Schwab, Sebastian Syrek, Rafael Andres, Gatluak Chieng Yiol, Pragati Manchanda.
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