UBS Financial Services Inc.In this position, I was a producing sales manager overseeing 20+ FI specialists while personally accountable for ~100 active High Net Worth accounts. I drove sales and trading team unification, improved risk management and the client experience, and increased daily run rates for brokerage commissions, trading flows, as well as Brokerage, Advisory, and Ladders YoY inflows. I advised and counseled 5,000+ UBS advisors, each with an assigned region of coverage that entailed supporting client calls, in person client meetings, portfolio reviews, branch visits, trades, and formulating appropriate investment proposals.Additionally, I leveraged my background in trading with knowledge of spread analysis to bridge sales for effective trading, represented fixed-income sales on multiple levels throughout the organization, and supported marketing and distribution of UBS trading desk primary and secondary inventory, communicating thoughts and ideas to the principal traders.

UBS Financial Services Inc.During this nearly 4-year tenure, I served as a producing sales manager with oversight of 4 TFI specialists. I was the driving force in gathering millions of dollars in combined assets and instrumental in TFI delivering revenue above expectations via influentially articulating the Capital Markets’ platform, capabilities, strengths, and competitive advantages to other business areas, clients, advisors, and field leadership.

UBS Financial Services Inc.In the role of Manager for Government & Agency Trading Retail, I was accountable for leading a team of traders and support staff in trading multi-million-dollar balance sheet in US Agencies and Treasuries, facilitating flow to 7,000+ Wealth Management Financial Advisors and Broker/Dealers while overseeing daily risk management and P&L.

UBS Financial Services Inc.

UBS Financial Services Inc.