Andie Delgado
About Andie Delgado
Andie Delgado is a Wealth Strategy Associate at UBS, where she has worked since 2017. She has previous experience in client service and sales roles at notable financial institutions including J.P. Morgan, Barclays Wealth and Investment Management, and Permal Asset Management.
Current Role at UBS
Andie Delgado serves as a Wealth Strategy Associate at UBS, a position held since 2017. In this role, Delgado focuses on providing strategic wealth management solutions to clients in the Miami/Fort Lauderdale Area. The responsibilities include developing tailored financial strategies and collaborating with clients to understand their financial goals.
Previous Experience at J.P. Morgan
Prior to joining UBS, Andie Delgado worked at J.P. Morgan as a Client Service Associate from 2015 to 2017. During this two-year tenure in the Greater New York City Area, Delgado was responsible for managing client inquiries and ensuring high-quality service delivery, contributing to client satisfaction and retention.
Experience at Barclays Wealth and Investment Management
Andie Delgado gained valuable experience as a Client Service Analyst at Barclays Wealth and Investment Management from 2011 to 2014. Over three years in the Greater New York City Area, Delgado supported client relationships and assisted in the management of investment portfolios, enhancing skills in client service and financial analysis.
Early Career at Permal Asset Management
Delgado began her professional career as a Sales Intern at Permal Asset Management in 2010. This two-month internship provided foundational experience in asset management and sales, contributing to her understanding of the financial services industry.
Education at Babson College
Andie Delgado earned a Bachelor’s Degree in Marketing from Babson College, completing her studies from 2007 to 2011. This education equipped her with essential marketing and business skills that are applicable in her current role in wealth management.