Jaime Corcoran
About Jaime Corcoran
Jaime Corcoran is a Senior Wealth Strategy Associate at UBS in Brookfield, Wisconsin, with over 15 years of experience in wealth management. He holds multiple Bachelor of Science degrees from Carroll College and Carroll University, specializing in Economics and Psychology.
Current Role at UBS
Jaime Corcoran serves as a Senior Wealth Strategy Associate at UBS, a position held since 2019. In this role, Corcoran is responsible for developing and implementing wealth management strategies for clients. The position is based in Brookfield, Wisconsin, where Corcoran leverages extensive experience in financial services to enhance client relationships and provide tailored financial solutions.
Previous Experience at Morgan Stanley
Before joining UBS, Jaime Corcoran worked at Morgan Stanley as a Senior Registered Associate in Wealth Management from 2017 to 2019. During this two-year tenure, Corcoran contributed to client service and financial planning, supporting the firm's wealth management initiatives and enhancing client satisfaction.
Career at UBS Wealth Management
Jaime Corcoran previously held the position of Senior Registered Client Service Associate at UBS Wealth Management from 2007 to 2017. Over this ten-year period, Corcoran developed strong client relationships and provided comprehensive support in wealth management services, contributing to the firm's operational success.
Educational Background
Jaime Corcoran has a diverse educational background. Corcoran studied at Carroll College, earning a Bachelor of Science degree in Economics from 1994 to 1998. Additionally, Corcoran pursued further education at Carroll University, where a Bachelor of Science degree in Psychology was obtained from 2009 to 2013. This combination of studies supports a well-rounded approach to wealth management and client service.
Early Career at PaineWebber and Smith Barney
Jaime Corcoran began a career in financial services at PaineWebber as a Registered Sales Assistant from 1998 to 2001. Following this role, Corcoran worked at Smith Barney Brokerage Firm as a Registered Sales Assistant from 2001 to 2007. These early experiences provided a foundation in client service and sales within the financial industry.