Role and Company
Wealthy Strategy Associate, UBS Financial Services
Expertise
2 years experience in financial services
Location
Concord , NH
About Katherine
Hi!
My name is Katie Dobrinski and I live in Concord, NH. I work at UBS Financial Services by way of Fidelity Investments. I used to be a Trader on one of their HNW teams at a local phone site. At UBS I focus on the planning aspect of the financial well-being of a client.
Prior to joining the industry, I spent years mentoring undergraduate and graduate students navigating through their personal and professional goals. Many were transitioning to new industries and searching for a way to get their credentials working for them. I have a vested interest in supporting our community and I would be glad to assist you in any way that I can.