Kimberly C. Muska
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Profil
Kimberly has more than 15 years of experience in the investment profession.
Before joining Halbert Hargrove in 2012, she led the financial planning efforts of a large advisory team at UBS and RBC Wealth Management.
Kimberly was responsible for client management and the financial planning needs of over 300 clients.
Her previous experience has included marketing, manager due diligence, as well as client portfolio management and implementation.
Prior to UBS, Kimberly was a Regional Director in the Chicago offices of Northern Trust and Morgan Stanley.
Kimberly earned a Bachelor of Business Administration – Information Systems Management from Loyola University Chicago.
Kimberly currently serves on the board of City Fruit, a Seattle non-profit.
Ehemalige bekannte Positionen von Kimberly C. Muska
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31.12.2010 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |