Carolann Brown
About Carolann Brown
Carolann Brown serves as the Senior Vice President of Wealth Management at UBS, bringing extensive experience in finance and investments. She has held senior roles at Prudential Financial and Wells Fargo, and has a strong educational background in financial planning, portfolio management, and government administration.
Work at UBS
Carolann Brown has been serving as Senior Vice President in Wealth Management at UBS since 2008. In this role, she focuses on providing comprehensive financial services and investment strategies to clients. Her extensive experience in the financial sector enables her to offer valuable insights and tailored solutions. Over her tenure at UBS, she has built a reputation for her expertise in wealth management and client relations.
Previous Experience at Prudential Financial
Before joining UBS, Carolann Brown worked at Prudential Financial as First Vice President of Investments from 1987 to 2003. During her 16 years at Prudential, she developed a strong foundation in investment strategies and client management. Her role involved overseeing investment portfolios and providing guidance to clients on financial planning.
Experience at Wells Fargo
Carolann Brown held the position of Managing Director - Investments at Wells Fargo from 2003 to 2008. In this capacity, she was responsible for managing investment operations and developing strategic investment plans for clients. Her leadership at Wells Fargo contributed to enhancing the firm's investment offerings and client service.
Education and Expertise
Carolann Brown has a diverse educational background in finance and related fields. She studied Financial Planning at the University of Denver, achieving the CIMA designation. She also attended Wharton at the University of Pennsylvania, where she studied Portfolio Management and earned the Certification in Investment Management Analysis. Additionally, she holds a Master's degree in Government Administration from George Washington University and a Bachelor of Science in Economics and Mathematics from Emmanuel College. Currently, she is a PhD candidate in Finance at George Mason University.
Media Presence and Education Contributions
Carolann Brown has established herself as a knowledgeable commentator in the finance sector, appearing on local and national television and radio programs. She has also contributed to the education of finance professionals by lecturing to numerous corporations and organizations. Her insights and expertise have made her a sought-after speaker in the field of finance.