Vicky oversees and creates equity based training for the Workplace Wealth Solutions teams as well as external training for corporate equity professionals. She joined UBS in 2022. She is a respected leader, team builder, and subject matter expert. Her years of experience in the finance industry on financial wellness and equity teams have provided her with a unique perspective on client experiences, internal organization and participant needs. Her vast knowledge allows her to quickly assess pain points and synchronize those with organizational goals and objectives that lead to exponential growth. Vicky continues to emphasis and focus on confidently navigating, translating and delivering effective communications between internal and external stakeholders at all levels.

Before joining UBS, Vicky’s professional background was in equity plan participant communication and education, financial wellness education, financial market analysis and communication consulting. She has developed and executed complex, strategic initiatives for clients with employees all over the globe while striving for continuous improvement.

Vicky has a BA in Communication from University of Colorado at Boulder and a MS in Professional Counseling from Georgia State University. She is a Certified Equity Associate (ECA) and Series 7, 63, and 66 registered.