Daisy Di Cournan, Crpc®
About Daisy Di Cournan, Crpc®
Daisy Di Cournan is a Senior Registered Client Service Associate at UBS, where she has worked since 2017 in the Dallas/Fort Worth Area. She has a diverse background in finance and marketing, with previous roles at Merrill Lynch, Bank of America, and Delaware North Companies.
Work at UBS
Daisy Di Cournan has been employed at UBS as a Senior Registered Client Service Associate since 2017. In this role, she provides support to clients and assists in managing their financial needs. Her tenure at UBS spans over seven years, during which she has developed expertise in client service within the financial sector. She operates in the Dallas/Fort Worth Area, contributing to the firm's commitment to delivering high-quality client experiences.
Previous Experience in Financial Services
Before joining UBS, Daisy Di Cournan worked at Merrill Lynch as a Senior Registered Client Associate from 2013 to 2017. In this position, she gained valuable experience in client management and financial advisory services. Additionally, she served as a Customer Relationship Manager at Bank of America from 2010 to 2013, where she focused on enhancing customer satisfaction and relationship building. Her background in financial services is complemented by her earlier roles in marketing and client management.
Education and Expertise
Daisy Di Cournan holds an MBA in Finance and Financial Management Services from Niagara University, where she studied from 2008 to 2010. Prior to this, she earned a Bachelor of Arts in Oriental Studies from Ho Chi Minh Social Sciences and Humanities University, completing her degree from 1999 to 2003. Her educational background provides her with a strong foundation in both financial principles and cultural studies, enhancing her ability to serve a diverse clientele.
Marketing Experience
Daisy Di Cournan has a background in marketing, having worked as a Marketing Intern at Delaware North Companies in 2009 for four months, where she assisted the Marketing Director. She also served as a Marketing Consultant at TRG International from 2004 to 2006, gaining insights into marketing strategies and client engagement. Additionally, she worked as an Account Executive at OgilvyAction for nine months, managing accounts for British American Tobacco, which further developed her skills in client relations and marketing communications.