Experience
Makes all the difference
Irene enjoys working with people and is intrigued by the various routes life has taken them. She takes great pride in helping people achieve their version of what they define as financial success. A true organizer, Irene always wants to have a plan in place. That is why financial planning is a cornerstone of her practice. By listening to a client's wants, needs and wishes together we can determine a plan to achieve those goals. Irene has spent a majority of her career at UBS Financial Services, formerly PaineWebber in the Washington, DC metro area as part of the firm's Wealth Management
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Branch Office Manager, Associate Director |
Winston-Salem NC |
February 2007 - Present |
UBS Wealth Management Group |
Associate Wealth Management Consultant |
Greensboro, NC |
June 2006 - March 2007 |
UBS Financial Services |
Financial Advisor |
Greensboro, NC |
October 2004 - June 2006 |
UBS Wealth Management Group |
Wealth Management Analyst |
Washington, DC |
October 2000 - October 2004 |
PaineWebber |
Client Service Associate |
Bethesda, MD |
October 1997 - October 2000 |
Registered States:
DE, FL, GA, IN, MO, NC, NY, OR, PA, SC, VA, WA