Experience Makes all the difference

Alissa Quinn has been in the Financial Services industry for over the last three decades. Quinn distinguishes herself with a strong work ethic and commitment to building relationships based on trust and professionalism. Most of all, she feels privileged to work with successful and satisfied clients, and knowing that in a meaningful way, she has helped contribute to their investment prosperity. Her motto is People don't care how much you know, unless they know how much you care.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Albany, NY

April 2009 - Present

Citi-Smith Barney

First Vice President - Wealth Management

Albany, NY

January 1987 - April 2009

Accomplishments

  • Visions of Strength Award - Northeast Health, 2017
  • UBS Wealth Management Director's Council, 2016 - present
  • Invited to Barron's Winner's Circle - Top Women Advisors in USA Summit, 2018 - present
  • Trailblazing Woman of 2014 Award - The Women's Fund of the Capital Region
  • UBS Community Leadership Award - New England Region, 2013

Education

  • Union College - Bachelor of Science Degree in Industrial Economics / Mechanical Engineering, 1984

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Series 3, National Commodity Futures
  • Health & Life Insurance Licensed / Long Term Care Insurance License, CA (0G54364), FL, GA, MD, ME, MN, NC, NY, PA, SC, TX

Personal & Community

  • Professional Women's Network - Founder, 1989-2018
  • Fort Orange Club Member - 1994 - present, Membership Committee, 2003 - 2010, Finance Committee 2013 - 2015
  • Executive Network - Founder, 1996 - present
  • Albany Colonie Regional Chamber of Commerce, 1987 - present
  • Girl's Inc - Volunteer, "Helping all girls to be strong, smart and bold", 1995 - 2010

Registered States:

CA, CO, DE, FL, GA, IA, KY, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, TX, VA, VT