• Communicated on a regular basis with portfolio managers and traders across all asset classes to ensure the data they are trading upon accurately represents the assets within our accounts. • Programmed an Excel file using VBA to efficiently extract data from an internal system, compile a spreadsheet and report on daily risk levels with Flow Coordination, in order to monitor and reduce overall risk experienced in the team on a global scale. • Provided senior management with a weekly risk report, monitoring all of UBS Asset Management globally.• Informed clients of their positions weekly, communicating and serving as a UBS representative to Fortune 500 companies.

• Re-balanced over twenty long-term, diversified portfolios averaging about one million dollars in order to help clients reach their investment needs. • Researched equities, bonds and diversified funds to ensure clients were knowledgeable of their current positions and their goals.• Managed the agent’s LinkedIn profile in order to connect with our clients and provide a full customer service experience.