Jessica De Bear
About Jessica De Bear
Jessica De Bear serves as an Authorized Officer and Team Administrator at UBS, where she leads business development and marketing efforts for The Atlantic Legacy Group. With a background in finance and a degree in Business Administration from Rider University, she is recognized for her integral role in team operations and client event coordination.
Work at UBS
Jessica De Bear has been employed at UBS since 2016, serving as an Authorized Officer and Team Administrator. In this role, she oversees the daily operations of The Atlantic Legacy Group, which includes managing the workflow and supporting the team’s business development and marketing initiatives. Her promotion to Authorized Officer occurred in 2019, reflecting her integral role in the organization. She is recognized by her colleagues for her contributions to team cohesion and effectiveness, often referred to as 'the glue' of the team.
Previous Experience
Before joining UBS, Jessica De Bear worked at Morgan Stanley as an Assistant Vice President and Wealth Management Associate from 2010 to 2016. Prior to that, she spent 12 years at Brown Brothers Harriman as an Associate from 1998 to 2010. Her extensive experience in the financial services industry has equipped her with a strong foundation in client service and operational management.
Education and Expertise
Jessica De Bear studied at Rider University, where she earned a Bachelor of Science in Business Administration with a focus on Marketing from 1999 to 2005. Her educational background supports her expertise in business development and marketing, particularly within the financial services sector. Additionally, she holds Series 7 and 66 licenses, which further validate her qualifications in the industry.
Role in Business Development
As the head of business development and marketing for The Atlantic Legacy Group, Jessica De Bear is responsible for anticipating, planning, and coordinating client-related events and seminars. Her leadership in these areas is crucial for fostering client relationships and enhancing the group's visibility in the market. She also manages the support staff, ensuring efficient daily client service operations.