I am an Equity Product Manager within the UBS Workplace Wealth Solutions group.  I joined UBS in 1996, and currently located in the UBS Weehawken, New Jersey Office.

I have extensive experience working with companies of all sizes and complex equity plans across industries in the Fortune 500.  I collaborate with our broader team to ensure we leverage UBS resources to facilitate delivery of specialized solutions to meet client needs.

Prior to my current role, I managed the Account Management team.  My team was responsible for ensuring high quality customer service for our clients and developing strong relationships with stakeholders within their organization.

Prior to that role, I managed the Workplace Wealth Solutions Implementation group.  In that role I managed a team responsible for onboarding new corporate clients, executing complex client projects and M&A requirements resulting from corporate actions.

I graduated from the Janice Levine School of Business at Rutgers University in New Brunswick, New Jersey with a Bachelor's of Science in Business Management. I am FINRA Series 7 and 63 registered. I also have CEP Level I certification.