Brandy Timo
About Brandy Timo
Brandy Timo is a Client Services professional at UBS, where she has worked for 27 years. She has led various initiatives to enhance service delivery and technology integration, significantly improving client interactions and operational efficiency.
Work at UBS
Brandy Timo has been employed at UBS since 1997, accumulating 27 years of experience in the financial services sector. In her role within Client Services, she has launched initiatives to enhance communication between the Operations Department and the Private Wealth Management team. Timo has managed service delivery across 20 disciplines, overseeing a team of over 60 individuals as the NJ Site Manager. Her responsibilities have included supporting the integration of multiple locations to manage over 1.8 million inquiries annually and facilitating $1.3 billion in stock option trades.
Education and Expertise
Brandy Timo studied at SUNY Stony Brook, where she gained foundational knowledge that has contributed to her career in financial services. Her expertise encompasses client service management, operations, and technology integration. Timo has played a significant role in implementing chat and artificial intelligence technology as part of a multi-year technology platform solutions project, demonstrating her commitment to enhancing client interactions through innovative solutions.
Background
Timo has a comprehensive background in client services and operations management. She has served as Call Center Relationship Manager, where she built and maintained relationships across 15 different businesses within Operations, Sales, and Product teams. Her role as Manager of Shared Services involved overseeing key service technology and forecasting, ensuring that the organization met its operational objectives effectively.
Achievements
Brandy Timo has achieved notable milestones in her career at UBS. She played a key role in the rollout of the Technology Platform (IS Toolset) and the Investment Product as Associate Product Manager. Additionally, she overhauled client and branch authentication processes by integrating a third-party solution to combat telephone spoofing. Timo also introduced call back technology to improve client service processes and managed targeted communications and training for call center teams to ensure they were prepared for new initiatives.
Project Management Experience
Timo has extensive project management experience, having served as Service Project Manager for the New Card Launch in 2011. In this role, she was responsible for overseeing the project from inception to completion, ensuring that all aspects were executed efficiently. Her advocacy for clients has led to streamlined processes and successful collaborations with partners to implement effective solutions.