Candi Weinrick
About Candi Weinrick
Candi Weinrick is a Registered Client Associate with extensive experience in the financial services industry, currently working at UBS since 2019. She has held various positions at firms such as Merrill Lynch, Raymond James Financial, and Morgan Stanley, and is known for her problem-solving skills and client service leadership.
Current Role at UBS
Candi Weinrick has been employed at UBS as a Registered Client Associate since 2019. In this role, she is responsible for client interactions and administration of client services. She excels in problem-solving and leads the daily operations of her team, ensuring efficient service delivery to clients. Her extensive experience in the financial services sector contributes to her effectiveness in this position.
Previous Experience in Financial Services
Prior to her current role, Candi Weinrick worked at several financial institutions. She served as a Registered Client Associate at Merrill Lynch from 2014 to 2017. Before that, she was a Branch Assistant at Raymond James Financial Inc. from 2003 to 2007. Additionally, she worked as a Registered Private Client Associate at Janney Montgomery Scott for one year in 2014, and as a Portfolio Associate at Morgan Stanley Smith Barney from 2007 to 2013.
Licenses and Qualifications
Candi Weinrick holds Series 7 and 66 licenses, which are essential for her work in the financial services industry. These licenses enable her to provide a range of investment services and advice to clients, further enhancing her capabilities as a Registered Client Associate.
Background and Personal Life
Candi Weinrick resides in Marlton, New Jersey. She is a mother of two grown children, balancing her professional responsibilities with her family life. Her personal background informs her approach to client service, where she often serves as the first point of contact for clients.