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Anna Grace Waldrop Email & Phone Number
Client Services Account Manager
at
UBS
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Account Manager
Location
Nashville, Tennessee, United States
Company size
Who is Anna Grace Waldrop? Overview
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Quick answer
Anna Grace Waldrop is listed as Client Services Account Manager at UBS, a company with 28 employees, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Anna Grace Waldrop.
Anna Grace Waldrop previously worked as Bank Teller at Redstone Federal Credit Union. Anna Grace Waldrop holds Bachelor Of Science - Bs, Biology, General from The University Of Alabama.
Company email context
Email format at UBS
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UBS
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Profile bio
About Anna Grace Waldrop
I am a Client Services Account Manager at UBS, and take pride in demonstrating a strong client focused mindset balanced with a clear risk management approach while managing and overseeing multi-million dollar transactions with Top 100 companies. I pride myself on my commitment to satisfying internal and external customers, both in Wealth and Investment Management and beyond. I hope to utilize my diverse skillset, knowledge of large-scale financial institutions and procedures, and analysis skills.
Current workplace
Anna Grace Waldrop's current company
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Ubs
3 roles
Anna Grace Waldrop work experience
A career timeline built from the work history available for this profile.
Client Services Account Manager
Current- Reviews and manages client trades on a daily basis; monitors statuses to ensure all trades are confirmed and all issues or breaks are escalated in a timely manner.- Develops monthly accuracy reports, responsible for pulling and verifying accuracy of FINRACAT reports, as well as SOP creation.- Reviews client Operational performance, particularly focusing.
Oct 2022 - Present
Bank Teller
- Filed Currency Transaction Reports, Suspicious Activity Reports, and Monetary Instrument Logs in compliance with the Bank Secrecy Act- Managed deposits, withdrawals, transfers and check cashing; verified customer identification, signature and balance information; processed loan payments; and opening/closing accounts- Handled financial transactions at.
Jan 2020 - Nov 2021
1 education record
Anna Grace Waldrop education
FAQ
Frequently asked questions about Anna Grace Waldrop
Quick answers generated from the profile data available on this page.
What company does Anna Grace Waldrop work for?
Anna Grace Waldrop works for UBS.
What is Anna Grace Waldrop's role at UBS?
Anna Grace Waldrop is listed as Client Services Account Manager at UBS.
Where is Anna Grace Waldrop based?
Anna Grace Waldrop is based in Nashville, Tennessee, United States while working with UBS.
What companies has Anna Grace Waldrop worked for?
Anna Grace Waldrop has worked for Ubs and Redstone Federal Credit Union.
Who are Anna Grace Waldrop's colleagues at UBS?
Anna Grace Waldrop's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Anna Grace Waldrop?
You can use AeroLeads to view verified contact signals for Anna Grace Waldrop at UBS, including work email, phone, and LinkedIn data when available.
What schools did Anna Grace Waldrop attend?
Anna Grace Waldrop holds Bachelor Of Science - Bs, Biology, General from The University Of Alabama.
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