Experience Makes all the difference

Fred Burrows

Director
Senior Portfolio Manager
Visit my personal page
805-730-3410

email



Frederick has been advising boards of directors, corporate executives and business owners for over 30 years. His experience includes advising and facilitating the initial public offerings of a number of internet technology companies. He has managed both the equity compensation and corporate cash plans for these firms as well.

Frederick has had national leadership recognition having received the Excellence in Leadership Award from Merrill Lynch in 2009. He was the Resident Director for Merrill Lynch in Santa Barbara prior to joining UBS in 2015. He is a graduate of the University of California- Berkeley with a degree in Political Economy. He holds the Finra Registered Principal license and Registered Options Principal license in addition to his Series 7 license.

Frederick is passionate about giving back to his community and has served on numerous charitable boards over the years including Direct Relief International, a global humanitarian relief non-profit, where he chaired the finance committee.


Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, UT, VA, VT, WA, WV, WY


Karen Lyn Dalmau

Certified Divorce Financial Analyst (CDFA®)
805-730-3444

email   Connect with me on LinkedIn




Registered States:
CA


Mane Aslanian

Market Technology Specialist
310-281-3802

email   Connect with me on LinkedIn



Mane Aslanian joined the UBS team in 2018 and is the Market Technology Specialist for the West Los Angeles Market. She is responsible for supporting the WMA technology platform and its users through education and training of FAs/CSAs on platform and application capabilities. She works closely with the Market Head and management team, Field Development and Productivity organization. Mane began her investment banking career in 2015 when she joined Merrill Lynch as a Registered Client Associate providing dedicated operational and client support for a team of Financial Advisors, as well as actively assisting with a range of administrative and client requests. Mane graduated from California State Polytechnic University, Pomona with a degree in Psychology, and holds her series 7 and 66 securities licenses.