Associate Director, Relationship Manager
Jan 2023 - Feb 2024
AeroLeads people directory · profile
Keri L. Brenner Email & Phone Number
Assistant Treasurer
1 work email found
@ubs.com
3 phones found area 917 and 140
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Assistant Treasurer
Location
Westerly, Rhode Island, United States
Who is Keri L. Brenner? Overview
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Quick answer
Keri L. Brenner is listed as Assistant Treasurer based in Westerly, Rhode Island, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 917, 140, and a matched LinkedIn profile for Keri L. Brenner.
Keri L. Brenner previously worked as Associate Director, Relationship Manager at Ubs and Client Service Associate at New England Professional Planning Group | Rjfs. Keri L. Brenner holds Bachelor Of Arts Degree, English Literature from Georgetown University.
Company email context
Email format at ubs.com
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kbrenner@ubs.com
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AeroLeads found 1 current-domain work email signal for Keri L. Brenner. Compare company email patterns before reaching out.
Profile bio
About Keri L. Brenner
Keri L. Brenner is a Assistant Treasurer.
Listed skills include Event Management, Marketing, Sponsorship, Event Planning, and 24 others.
10 roles
Keri L. Brenner work experience
A career timeline built from the work history available for this profile.
Client Service Associate
New England Professional Planning Group | Rjfs
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.New England Professional Planning Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
Apr 2021 - Dec 2022
Client Service Specialist, Paraplanner
Provide operational support at Coastal Wealth Management, a private wealth advisory practice with $800M AUM. Manage over 200 households, specializing in client relationship management to execute financial transactions, research and resolve client issues and onboard new clients.
Feb 2020 - Mar 2021
Director
Co-led overall conference strategy for the Investment Bank. Created and managed over 25 corporate events annually for multiple sectors within the Investment Bank including institutional investor conferences, road shows, investor days, client entertainment and sponsorship hospitality. Transferred to Sydney, Australia for 2017 to oversee conferences and roadshows; acted as Corporate Access during annual multi-sector conference.
Oct 2016 - Oct 2019
Senior Consultant
Created and managed over 25 corporate events annually for multiple sectors within the Investment Bank including institutional investor conferences, hospitality and entertainment programs.
Apr 2011 - Oct 2016
Associate Director, Sponsorship Americas
Managed hospitality for major international sporting events including Arnold Palmer Invitational, The PLAYERS Championship, U.S. Open Golf Championship, US Open Tennis Championship, and The America’s Cup. Leveraged UBS’ sponsorship of THE PLAYERS Championship on nationwide, year-round basis by developing and implementing UBS Players Series (amateur golf tournament).
May 2006 - May 2009
Manager, Customer Entertainment & Meeting Planning
Velocity Sports & Entertainment
Developed and managed consumer events, corporate hospitality programs, and meetings from inception through execution for notable clients including The New York Times, Sentient Jet, American Express, and The Home Depot.
Jan 2005 - May 2006
Associate, Customer Entertainment And Meeting Planning
Velocity Sports & Entertainment
Jan 2004 - Jan 2005
Apr 2001 - Jan 2004
Aug 2000 - Feb 2001
2 education records
Keri L. Brenner education
Bachelor Of Arts Degree, English Literature
Education record
St. Andrew'S School, Middletown, De
FAQ
Frequently asked questions about Keri L. Brenner
Quick answers generated from the profile data available on this page.
What is Keri L. Brenner's role at their current company?
Keri L. Brenner is listed as Assistant Treasurer.
What is Keri L. Brenner's email address?
AeroLeads has found 1 work email signal at @ubs.com for Keri L. Brenner.
What is Keri L. Brenner's phone number?
AeroLeads has found 3 phone signal(s) with area code 917, 140 for Keri L. Brenner.
Where is Keri L. Brenner based?
Keri L. Brenner is based in Westerly, Rhode Island, United States.
What companies has Keri L. Brenner worked for?
Keri L. Brenner has worked for Ubs, New England Professional Planning Group | Rjfs, Ameriprise Financial Services, Llc, Ubs Financial Services Inc, and Velocity Sports & Entertainment.
How can I contact Keri L. Brenner?
You can use AeroLeads to view verified contact signals for Keri L. Brenner, including work email, phone, and LinkedIn data when available.
What schools did Keri L. Brenner attend?
Keri L. Brenner holds Bachelor Of Arts Degree, English Literature from Georgetown University.
What skills is Keri L. Brenner known for?
Keri L. Brenner is listed with skills including Event Management, Marketing, Sponsorship, Event Planning, Marketing Strategy, Management, Public Relations, and Strategy.
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