As the team's Head of Operations, Nancy is committed to providing superior client service experiences to all clients and places equal importance on all client issues or concerns and sees them through to completion.
Her areas of responsibilities include disbursement requests, account opening and maintenance, trading, and in addition, she implements securities-backed lending and refers mortgage prospects to the appropriate channels. She embraces the team's guiding principles and client focus and places exceptional service as her top priority. Nancy has been a CSA Coach for 10 years which helps and trains new and existing emplyees.
With over 19 years experience in the Financial Services Industry, Nancy came to UBS in 2009 from Morgan Stanley, and prior to that she was with Wachovia Securities and Smith Barney, where she began her career in financial services.
Nancy received her B.A. in Business from The New York Institute of Technology in Old Westbury, NY and holds her Series 7, 63, Insurance License and is also a Notary. Outside of UBS, Nancy resides in Massapequa, NY on the South Shore of Long Island with her husband Paul. There she enjoys biking, boating, kayaking, going to the beach, cooking and being with her family.
Registered States:
CA, CT, DC, FL, IL, NJ, NV, NY