Alec Johnsen

Alec Johnsen

Wealth Strategy Associate @ UBS

About Alec Johnsen

Alec Johnsen is a Wealth Strategy Associate at UBS Financial Services Inc., where he has worked since 2022. He holds a Bachelor of Business Administration and a Master of Business Administration, and has extensive experience in financial services, including previous roles at UBS, Ayco, and Wells Fargo.

Work at UBS

Alec Johnsen has been employed at UBS Financial Services Inc. since January 1, 2022, in the role of Wealth Strategy Associate. Prior to this position, he served as a Senior Registered Client Service Associate at UBS from 2016 to 2022 in Charlotte, North Carolina. In his current role, he provides financial advisory services and is registered to operate in North Carolina, Rhode Island, and South Carolina.

Education and Expertise

Alec Johnsen holds a Bachelor of Business Administration (B.B.A.) in Finance from The College of Saint Rose, where he studied from 2010 to 2012. He furthered his education by obtaining a Master of Business Administration (M.B.A.) from the same institution, completing his studies from 2012 to 2013. Additionally, he earned an Associate of Science (A.S.) in Computer Engineering from Dutchess Community College, studying from 2007 to 2010.

Professional Background

Alec Johnsen has a diverse professional background in the financial services industry. He began his career at American Eagle Outfitters as a Sales and Stock Associate from 2008 to 2012. He then transitioned to the financial sector, working as an Intern at TRG Property Management in 2011. Following this, he held positions at Ayco, a Goldman Sachs Company, as a Senior Administrator in Fixed Income from 2012 to 2015, and at Wells Fargo as a Capital Markets Middle Office Analyst on a contract basis from 2015 to 2016.

Achievements in Financial Services

Throughout his career, Alec Johnsen has developed a strong foundation in client service and financial advisory. His tenure at UBS as a Senior Registered Client Service Associate and now as a Wealth Strategy Associate highlights his commitment to the financial services sector. He actively shares insights and information related to financial services on his professional LinkedIn profile, contributing to the industry discourse.

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