Kim has over 30 years of experience in the financial services industry. She is currently Managing Director and Chicago Complex Director for UBS Wealth Management Americas. Her previous roles at UBS include Complex Director for the UBS offices in Northbrook, Barrington and Wisconsin, Chief of Staff for the CEO and Head of WM Communication, and Midwest Regional Director. Before joining UBS Kim was a regional director with Piper Jaffray, Inc., based in Minneapolis, MN and VP of corporate cash management, Norwest Bank (Now, Wells Fargo).
She has led “Leading for Growth” programs in the U.S. and Switzerland for UBS managers throughout the world. She attended The Fuqua School of Business Executive Education Advanced Management Program at Duke University, the Securities Industry Institute at the Wharton School, University of Pennsylvania, and the Center for Creative Leadership, Greensboro, NC. Kim graduated from Minnesota State University in Mankato, Minnesota, with a degree in marketing and management. Kim holds FINRA Series 3, 7, 9, 10 and 66 licenses and is a Certified Cash Manager.
In 2013, Kim was awarded with the Edward J. Connolly Leadership Award honoring her as a UBS manager who exemplifies excellence, leadership, integrity, courage and a never ending passion to help people. She received the UBS Global Employee Award for Team Impact in 2014 for her work with the Citizen Schools Program. Kim was inducted into the YWCA of the City of New York's Academy of Women in Leaders (AWL) and received the Women of Distinction award in 2010.
Originally from Alexandria and Minneapolis, Minnesota, Kim and her husband, Tom Elsen, live in Chicago. Her son's family lives in Minneapolis. Kim enjoys sailboat racing, travel and running. She is an executive board member of the Children's Research Fund, a former trustee of Minnesota Public Radio and Minnesota Opera. She participates in various community programs including the Crohn's & Colitis Foundation (CCFA), Chicago Foundation for Women and Friends of Ngong Road.
Geoffrey, a 20 year veteran of the financial services industry began his career in 1990 as a financial advisor, Branch Manager, and Regional Director at a privately held investment firm. From 1998-2007, Geoffrey was the Complex Manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager overseeing Wisconsin & Illinois. Currently, he is the Resident Manager of the UBS Tower Wealth Management office in Downtown Chicago. He and his wife reside in Winnetka, IL with their two children.
Shari has over 28 years of experience in the financial services industry. Shari began her career with EF Hutton & Company in New York as a Regional Assistant Cashier. She joined Prudential Securities in 1988 as a Market Surveillance Analyst and Regional Compliance Officer. Shari relocated to Florida with Prudential and joined the Boca Raton office as a Margin Clerk. She recently returned to UBS as the Chicago Tower Complex Administrative Manager after spending the past few years with Raymond James & Assoc. in West Palm Beach, Florida. From 1992 – 2010, Shari was with PaineWebber/UBS in several key administrative and management roles including Division Administration Officer, Regional/Division Control Officer, Branch Administrative Manager, Assistant Branch Manager, Operations Manager and Financial Advisor.
Shari has two daughters in college, and has served on the Board of Trustees for The Leukemia & Lymphoma Society, Board of Directors of Jewish Family & Children's Service, and Member of Executive Women of Palm Beaches. Over the years, she has been involved in a number of UBS development programs including Branch Management Development, Leading for Business Impact, and Leaders Leading Change.
Justin joined UBS in 2009 as a member of the WM Americas Graduate Training Program (GTP), a two-year rotational management experience designed to provide broad exposure to various business areas throughout UBS. His rotations included a variety of product, sales and strategy roles and he also rotated in the UBS' Downtown Los Angeles office. In January 2011, he placed out of the GTP program to work in UBS Wealth Management Advisor Group, working across business areas to support advisors and their clients. In August 2013, Justin joined the Chicago Complex as their Assistant Complex Director. In his role, he helps advisors grow and manage their business and leverages UBS's platform and his strong home office relationships to provide the best solutions for clients.
Justin graduated from Bucknell University in Lewisburg, PA with a bachelor of science in Economics. He currently holds his Series 7, 9, 10, and 66 licenses. He is an avid traveler and was also a member of the men's basketball team during his time at Bucknell.
Jeff has over 25 years experience in the Financial Services Industry. His career began in 1987 at Charles Schwab, where he gained experience in many areas of operations, trading, call center management, and branch management. He spent two years at Oppenheimer & Co's Chicago office as the compliance manager and in 1998 moved to Bear, Stearns & Co. Inc. as the Compliance Manager. In 2008, after the purchase of Bear Stearns by JP Morgan, Jeff was named the Chicago Regional Supervisory Manager for the retail office. Jeff joined our UBS Chicago Tower Complex team in September 2012.
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Nancy has over 20 years of experience in the brokerage industry, most recently as Vice President/Senior Compliance Manager for a bank broker/dealer/RIA in the Chicago area. Her experience has been primarily in Compliance, Anti-Money Laundering (AML) surveillance and Operations and responsibilities have included oversight of legal compliance with all applicable SEC, FINRA and State Securities laws. Nancy joined UBS in 2013 as their Business Risk Analyst.
After beginning her career in the futures industry with Citibank, Pam Cain joined the Wealth Management division of Morgan Stanley Smith Barney. She was a Client Service Associate prior to becoming a member of the management team where she held the positions of Branch Administrator followed by Complex Service Manager. In 2012 Pam joined the UBS Tower Chicago Complex bringing over 30 years of account management and development experience. Pam also brings a wealth of knowledge in human resources, branch administration, business startup, arbitrage and customer trading experience to the team.
Katie began her career with UBS in Chicago as an intern with UBS' Corporate Cash Management Group in 2010. In 2012, she accepted a full-time position with the team as a Client Service Associate. In this role, she supported Paul Tashima, Louis Paster, Greg Glyman and the team's marketing and communication efforts. Recipient of the Chicago Tower Community Service award, she leads the complex FUN Committee organizing events with a focus on strengthening corporate culture. She joined the Chicago Complex Leadership team in May 2014 a Branch Office Administrator.
Katie is a native of Lexington, Kentucky and graduated magna cum laude from DePaul University with a degree in Finance and a minor in Accounting. During her time at DePaul, she served as President of the DePaul College Republicans and Philanthropy Chair for her sorority. In her free time, Katie enjoys travel, ballet, modern dance, running and spending time with friends and family.
Kyla began her career in the Financial Services Industry and at UBS in 2012. Currently, Kyla is the Branch Office Administrator for the Wealth Management Chicago Complex as part of the office leadership team. She is passionate about contributing to the culture of UBS in a positive way. She holds a Bachelor of Business Administration from the University of Kentucky with an area of concentration in Business Management and is looking forward to taking the next steps in developing within her career.
Kyla speaks conversational Japanese and enjoys learning about other cultures, business networking, painting and event planning, as well as spending time with friends and family. She is third eldest of twelve siblings, who still reside in her hometown of Louisville, KY.
Aaron began his professional career as a manager in the food-service industry in 1994. In 2013, he transitioned from his role as General Manager, and joined UBS as a Team Administrator in the Great Lakes Complex, Troy Michigan. In 2015, Aaron joined the Chicago Tower Complex as a Branch Service Associate where he continues to build on his experience in employee development, training systems, and strategic management solutions. Aaron enjoys giving back to the community, spending time with his family, and travel.
David began his career in the Financial Services Industry and at UBS in 2011, contracted through a 3rd party in the UBS Chicago Tower. He was the recipient of the 2011 RA Hospitality Hero Award. In 2013, he was brought on as a Client Service Liaison. Currently, David is the Client Service Associate for the Wealth Management Chicago Complex as part of the office leadership team. He is passionate about bringing the best hospitality to the management team, Chicago tower, and to all of UBS's clients and personnel.
David, a Chicago native, is proud to work in his hometown and cheers on his Cubs, Bears, Bulls and Hawks. He speaks near fluent Spanish and enjoys learning about the history of other countries and their cultures. David is also an avid runner and health enthusiast. He is excited and determined to continue his path and career at UBS.
Kim R. Jenson
UBS Financial Services Inc. One North Wacker Drive 25th And 26th Chicago, IL 60606