Joanne Pronk, Cfa
About Joanne Pronk, Cfa
Joanne Pronk is a Senior Wealth Strategy Associate at UBS, specializing in employee stock ownership plans. She has a background in financial analysis, having worked at Goldman Sachs and DG Wealth Partners prior to her current role.
Work at UBS
Joanne Pronk has been employed at UBS as a Senior Wealth Strategy Associate since 2018. In this role, she operates within the Washington D.C. Metro Area, contributing to wealth management strategies. She is part of The Capital ESOP Group, which focuses on employee stock ownership plans, providing clients with tailored financial solutions.
Previous Experience in Financial Analysis
Prior to her current position, Joanne Pronk worked at DG Wealth Partners as the Manager of Financial Analysis from 2017 to 2018 in Palm Beach Gardens, Florida. She also served as a Financial Analyst at Goldman Sachs from 2015 to 2017 in West Palm Beach, Florida. During her time at Goldman Sachs, she gained experience as a Summer Financial Analyst in 2014 in Miami, Florida.
Internship Experience
Joanne Pronk has a background in internships that provided her with foundational experience in finance. She interned at the U.S. Department of the Treasury for four months in 2013 in the Washington D.C. Metro Area. Additionally, she completed a two-month internship at NOBLE Capital Markets in Boca Raton, Florida, in 2013.
Education and Expertise
Joanne Pronk earned a Bachelor of Business Administration (BBA) in Finance and International Business from The George Washington University - School of Business, completing her studies from 2011 to 2015. This educational background has equipped her with the knowledge and skills necessary for her roles in financial analysis and wealth strategy.
Background in Development and Alumni Relations
Before her financial roles, Joanne Pronk worked as a Development & Alumni Relations Assistant at The George Washington University - School of Business from 2014 to 2015 in the Washington D.C. Metro Area. This position allowed her to engage with alumni and support development initiatives within the university.