Jessica H.
About Jessica H.
Jessica H. is a Wealth Planning Associate at UBS in Seattle, Washington, specializing in financial planning and wealth management for high-net-worth clients. She holds a Bachelor of Arts from Washington State University and a Master of Science from Northeastern University, and she founded The Baylee Jean Foundation to support animals with Chronic Heart Failure.
Work at UBS
Jessica H. serves as a Wealth Planning Associate at UBS, a position she has held since 2022. In this role, she provides comprehensive financial planning and wealth management services tailored to high-net-worth clients. Her responsibilities include developing strategies to enhance client portfolios and ensuring that clients receive personalized financial advice. Jessica's contributions to the firm include establishing new corporate partnerships that have generated over $1 million in sales, demonstrating her impact on the company's growth and client engagement.
Education and Expertise
Jessica H. earned her Bachelor of Arts (BA) in Liberal Arts and Sciences/Liberal Studies from Washington State University, where she studied from 2008 to 2011. She furthered her education by obtaining a Master of Science (M.S.) in Non-Profit/Public/Organizational Management from Northeastern University, completing her studies from 2013 to 2015. Her academic background equips her with a diverse skill set, particularly in sales, customer service, and business consulting, which supports her in building and maintaining strong client relationships.
Background
Jessica H. has a diverse professional background that includes significant experience in wealth management and non-profit organization management. She has demonstrated her ability to drive results through strategic initiatives, such as increasing user retention rates by 25%. Her work in establishing corporate partnerships and her role in wealth planning at UBS highlight her commitment to financial services and client satisfaction.
Achievements
Jessica H. has made notable contributions to her field, including founding The Baylee Jean Foundation, a 501(c)3 organization focused on raising funds and awareness for animals suffering from Chronic Heart Failure. Her leadership in this initiative reflects her dedication to community service and animal welfare. Additionally, her efforts in wealth management have led to significant financial outcomes for her clients and her organization.