ACP AdvisorNet: Community

UBS Financial Services

Neil Shitut Chicago , IL UBS Financial ServicesSenior Wealth Strategy Associate3 years experience

I am born and raised in Scranton, PA and have been working in the financial services industry for the last 3 and a half... More

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UBS Financial Services

Zach Sampson Austin , TX UBS Financial ServicesWealth Planning Associate3 years experience

My name is Zach Sampson. I work for UBS Financial Services. I grew up in Tyler, Texas and attended the University of... More

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UBS Financial Services

Waylon Presswood Nashville , TN UBS Financial ServicesSales Support Analyst8 years experience

Hi there, My name is Waylon and I have been interested in business since my first Economics class in college. I have... More

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UBS Financial Services

NIcholas Denefrio New York , NY UBS Financial ServicesSenior Vice President15 years experience

I have spent my entire career working in private wealth management, brining years of experience in advising clients on... More

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UBS Financial Services

Connor Sheryak Chicago , IL UBS Financial ServicesFinancial Advisor3 years experience

I am passionate about financial education, sustainable investing, and helping others become the best them they can be. More

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UBS Financial Services

Gregg Trentham Paramus , NJ UBS Financial ServicesSenior Vice President38 years experience

I am a happily married, father of five adult children, born and raised in Brooklyn, NY and a Glen Rock, NJ resident for... More

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UBS Financial Services

Judith Correa Mount Juliet , TN UBS Financial ServicesCommunications Specialist30 years experience

I am an experienced professional with a successful career in the Administrative, Operations in the Financial Services... More

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UBS Financial Services

Jenniffer Castillo Fort Lauderdale , FL UBS Financial Services Registered Client Service Associate 5 years experience

I'm a Venezuelan lawyer, mom of 2 and married. We came to US 9 years ago. I've been working in the financial services... More

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UBS Financial Services

Carly Jordan Berlin , NJ UBS Financial ServicesClient Service Associate and Team Manager7 years experience

I started with UBS in 2018 following a tenure at Toll Brothers where I was a mortgage loan originator with six years of... More

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UBS Financial Services

Joshua Heimann New York , NY UBS Financial ServicesHead of Sales and Business Development (Int'l Division)30 years experience

Joshua G. Heimann is the Head of Sales & Business Development for the International Division of Wealth Management USA... More

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UBS Financial Services

Jenna Lambdin Seattle , WA UBS Financial ServicesRegistered Client Service Associate4 years experience

I am passionate about helping people achieve their career dreams and live financially stable lives. I graduated from... More

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UBS Financial Services

Katherine Dobrinski Concord , NH UBS Financial Services Wealthy Strategy Associate2 years experience

Hi! My name is Katie Dobrinski and I live in Concord, NH. I work at UBS Financial Services by way of Fidelity... More

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UBS Financial Services

Erik Heger New York , NY UBS Financial ServicesSenior Wealth Strategy Associate15 years experience

Member of top sales team with over $4B in assets under management and over $15M in annual revenue managing high net... More

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