Experience
Makes all the difference
Kimberly is a Chartered Special Needs Consultant (ChSNC®) and has been working at UBS Financial Services since November 2013. Prior to UBS she worked as a Financial Advisor at Barclays Wealth Management and as an Analyst at Lehman Brothers. Kimberly understands the global capabilities of the firm and how to leverage them to best suit the needs of her clients. She employs a process of understanding her clients and their needs in order to develop a framework for decision making. Through in-depth discovery, investment management, financial planning and continuing education, she helps clients attain the confidence to live a financially healthy lifestyle.
Kimberly specializes in planning for families with special needs. Her professional licenses include the ChSNC®, Series 7, 66 and Life, Accident and Health Insurance. She is also a member of the Academy of Special Needs Planners.
She has a Bachelors in Business Administration from The George Washington University. Kimberly lives in Westport, CT with her husband, Jason, daughters, Skyler and Parker, and puppy, Galley.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President- Wealth Management |
New York, NY |
November 2013 - Present |
Barclays Wealth |
Assistant Vice President- Wealth and Investment Management |
New York, NY |
September 2008 - November 2013 |
Lehman Brothers |
Assistant Vice President/ Analyst |
New York, NY |
June 2005 - September 2008 |
Accomplishments
- Member of the Academy of Special Needs Planners
Education
- Bachelor of Business Administration, The George Washington University
Licenses
- Chartered Special Needs Consultant®, ChSNC®
Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, NJ, NY, TX