Aimee began her career in the financial services industry at MassMutual where she assisted with operational matters for insurance products. She joined Oppenheimer & Company and began working with Lee, providing administrative support to his clients. Aimee continued to work alongside Lee and his clients as they transitioned to UBS Financial Services together in 2007.
As a central member of the team, Aimee is responsible for all aspects of administrative and operational work. She recognizes that exceptional client service is the backbone of our practice and enjoys working with our clients to ensure their needs are fulfilled in a seamless and organized manner. Her primary focus is to deliver her very best to each and every client and as a result, she has built strong relationships with our clients over the years.
Away from the office you can find Aimee enjoying live music, a good book, or cooking for guests in her NYC apartment. Aimee is a big animal lover and volunteers with Animal Haven in SoHo. She is also an active member of New York Cares.
Areas of Focus
• Proactive client account maintenance and administration
• Tax packet preparation and organization
• General banking services including money wires and electronic funds transfers
• New client orientation and onboarding
• Online Services setup and support including banking services and online bill payment
Registered States:
CA, CT, FL, LA, ME, NJ, NY, PA, SD