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