Alexandra Mulligan
About Alexandra Mulligan
Alexandra Mulligan is a Private Wealth, Registered Client Service Associate at UBS, with extensive experience in client service and financial coordination. She has held various roles in the finance and marketing sectors, including positions at Franklin Templeton Investments and The Jones Co.
Current Role at UBS
Alexandra Mulligan serves as a Private Wealth, Registered Client Service Associate at UBS since 2019. In this role, she manages the application process for alternative investments for all clients, ensuring a smooth transition and handling necessary transfers. She collaborates with three financial advisors to complete yearly state registration renewals, annual fees, and Required Minimum Distributions (RMDs). Additionally, she delivers weekly 'cash available' reports to the team, providing essential financial insights that assist in decision-making.
Previous Experience
Prior to her current position at UBS, Alexandra held various roles in different organizations. She worked as a Territory Coordinator at Franklin Templeton Investments from 2017, where she maintained a workflow Excel document for team meetings and project tracking. Her earlier experience includes positions as an Associate Producer at The Jones Co., a Stylist/Sales Associate at Trunk Club, and an intern at Edelman, Universal Sports Network, and Active Interest Media. These roles contributed to her diverse skill set in client service and project management.
Education and Qualifications
Alexandra Mulligan earned a Bachelor’s Degree in Broadcast Journalism from the University of Colorado Boulder, where she studied from 2009 to 2013. Additionally, she spent 11 months at Universitat Autònoma de Barcelona, focusing on Spanish Culture in 2012. She has also completed the Series 66 exam, which is administered by FINRA and is a requirement for certain financial services professionals, demonstrating her commitment to maintaining industry standards.
Team Collaboration and Responsibilities
In her role at UBS, Alexandra coordinates and collaborates with a team of four members to manage both large and small tasks effectively. She tracks outgoing tax documents for all clients, ensuring compliance and timely delivery. Furthermore, she submits weekly expense reports for three financial advisors, which aids in accurate financial tracking and reporting. Her responsibilities also include listening to and distributing notes on weekly firm-wide calls, keeping her team informed of current economic trends.
Early Career Development
Alexandra's early career included various internships that provided foundational experience in the media and marketing sectors. She worked as a Digital Corporate and Crisis Intern at Edelman in 2014, and as a Production Intern at Universal Sports Network in 2013. Additionally, she served as an intern at Allied Integrated Marketing in 2012. These roles helped her develop skills in communication, production, and digital marketing, which have been beneficial in her subsequent positions.