Christine joined UBS in 2008 and the team in 2013. She currently serves as the Team Administrator, leading the daily operations of the team and ensuring service excellence for our clients.
Covering a wide range of client and team needs, Christine helps manage both individual relationships and our practice. She is passionate about client service and does all she can to help make a client's life easier by maintaining a proactive, diligent, and detailed oriented approach.
On any given day, Christine will be inputting trades, preparing and reviewing materials for client meetings, supervising client service associates and other team members, managing the team workflow, and monitoring all client and Financial Advisor requests.
Christine takes pride in educating new clients on account services and capabilities and oversees the on-boarding process for new clients. As the effective team COO, she provides additional support to Financial Advisors and acts as the lead service provider for high priority relationships.
Christine holds FINRA Series 7, 31 and 66 securities license and earned a B.S. in Economics from the University of San Diego. Previously, she worked at Morgan Stanley and in the residential mortgage industry.
Christine lives in Pasadena along with her husband, two children, and labradoodle.
Registered States:
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY