Jeannette Maddox

Jeannette Maddox

Client Service Associate @ UBS

About Jeannette Maddox

Jeannette Maddox is a Client Service Associate at UBS in Dallas, Texas, where she has worked since 2018. Her previous experience includes roles at Merrill Lynch, Morgan Stanley, and Northwestern Mutual, and she holds a Bachelor of Science degree in Finance from the University of Florida.

Work at UBS

Jeannette Maddox has been employed at UBS as a Client Service Associate since 2018. In this role, she is responsible for providing support to clients and assisting with their financial needs. Her tenure at UBS has lasted for six years, during which she has developed a deep understanding of client service in the financial sector. The position is based in Dallas, Texas.

Previous Experience in Financial Services

Prior to her role at UBS, Jeannette Maddox worked at several financial institutions. She served as a Client Associate at Merrill Lynch from 2016 to 2017 in Plano, Texas. Following this, she was a Registered Client Service Associate at Morgan Stanley from 2017 to 2018 in Dallas, Texas. Additionally, she spent two years as a Managing Partner Executive Assistant at Northwestern Mutual from 2011 to 2013 in the Orlando, Florida Area, and three years as an Associate Financial Representative at the same company from 2013 to 2016 in the Dallas/Fort Worth Area.

Education and Expertise

Jeannette Maddox earned a Bachelor of Science in Finance from the University of Florida, completing her studies from 2006 to 2010. This educational background has equipped her with the foundational knowledge necessary for her roles in the financial services industry. Her expertise encompasses client service and financial assistance, developed through her various positions in the sector.

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