Goal-driven young professional with a degree in Business Administration/Management. Recently graduated from University of North Carolina at Greensboro with a GPA of 3.25. Fully registered, holding my SIE, Series 7, and Series 66. Current CFA Candidate /*********/**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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Financial Advisor - EstateUbsCharlotte, Nc, Us
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Financial Advisor - EstateUbs Jan 2024 - PresentZurich, Ch• Responsible for handling up to 40 client onboarding interviews per week.• Proactively build relationships with beneficiaries, trustees, estate executors and attorneys to meet business objectives including opportunity identification and holistic financial planning.• Evaluate client financial needs for prospective new client referrals to the Wealth Advice Center.• Execute account liquidations of estates valued upwards of $4MM. -
Wealth Management AssociateUbs Dec 2022 - Jan 2024Zurich, Ch• Responsible for handling up to 20 client onboarding interviews per week; creating new accounts in coordination with Estate team.• Inform Estate customers on new tax laws and regulations.• Transmit client complaints filed against both the firm and individual advisors in accordance with FINRA requirements. • Review and process various documents to ensure proper documentation of ACHs, Checks, Fed Wires, ACATs, and Estate processes.• Complete any account related duties and perform basic operational reviews as assigned by Senior Management.
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Customer Experience InternRobinhood May 2022 - Aug 2022Menlo Park, California, Us• Served as Project Lead and collaborated with intern peers and other teams across different functions and departments to plan, develop, and execute a project designed to improve the customer experience and further the Robinhood culture.• Actively leveraged internal and third-party communication resources to execute essential business operations such as interpreting customer data to provide adequate recommendations.• Partnered with key leaders to evaluate the project to drive business operations forward by developing strategies that will eliminate non-essential business functions. -
Product Zone SpecialistApple Nov 2021 - Feb 2022Cupertino, California, Us• Contributing to a diverse team of over 100 people while taking sales appointments.• Supporting customers with a personalized service, while also meeting needs in a fashion that align with the values of Apple• Collaborating with senior managers & team members to make our customers journey as efficient and effective as possible. -
Sales RepresentativeChamps Sports Oct 2020 - Oct 2021Bradenton, Fl, Us•Responsible for direct sales of company merchandise to achieve or exceed sales targets and provided high-quality customer service•Ensure accuracy with high volume cash and point of sales transactions as well as stock/inventory management•Achievement: Climbed to #3 in the district in sales after only 6 weeks of employment•Responsible for over $500,000 in direct sales of a variety of company merchandise -
Sales AssociateFinish Line May 2019 - Oct 2020Indianapolis, In, Us•Built and maintained relationships with team members, customers, and management to achieve or exceed sales targets and provided high-quality customer service, even during highly sought-after releases•Operated cash-wrap while handling high volume cash transactions and maintained point of sale accuracy•Well-versed in stockroom management as well as intake of shipment -
Retail Sales AssociateAdidas Apr 2017 - Nov 2018Herzogenaurach, Bavaria, De•Built and maintained relationships with team members, customers, and management to achieve or exceed sales targets and provided high-quality customer service•Ensured accuracy with high volume cash and point of sales transactions as well as stock/inventory management•Created over $10,000 in sales within a single workday
Cameron Richardson Education Details
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University Of North Carolina At GreensboroGeneral -
University Of North Carolina At CharlotteGeneral
Frequently Asked Questions about Cameron Richardson
What company does Cameron Richardson work for?
Cameron Richardson works for Ubs
What is Cameron Richardson's role at the current company?
Cameron Richardson's current role is Financial Advisor - Estate.
What schools did Cameron Richardson attend?
Cameron Richardson attended University Of North Carolina At Greensboro, University Of North Carolina At Charlotte.
Who are Cameron Richardson's colleagues?
Cameron Richardson's colleagues are Ethan Harro, Flloyd Rewa.
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