Katarzyna Kalista
About Katarzyna Kalista
Katarzyna Kalista is a Director and WMA Finance Business Partner at UBS, where she has worked since 2019. She has a background in finance, having held various roles at Royal Bank of Scotland and UBS, and holds a Master's degree in Accounting and Finance.
Current Role at UBS
Katarzyna Kalista serves as the Director of WMA Finance Business Partner at UBS, a position she has held since 2019. In this role, she leads the WMA Finance Business Partnering team, which focuses on financial planning and analytics specifically for UBS Wealth Management USA. Her responsibilities include developing financial strategies that align with the organization's goals and objectives.
Previous Experience at UBS
Prior to her current role, Katarzyna Kalista worked at UBS as the Director and Head of Financial Planning and Analytics for Wealth Management Emerging Markets (WM EEM) from 2016 to 2018. She also held the position of Associate Director in UBS Wealth Management - GEM Finance from 2014 to 2016 in Kraków, Poland. Her tenure at UBS has spanned multiple roles, contributing to her expertise in finance.
Experience at Royal Bank of Scotland
Katarzyna Kalista has experience at the Royal Bank of Scotland, where she worked as a Product Controller from 2012 to 2013. She briefly returned to the organization in 2014 as a Senior Product Controller for four months. Her time at the Royal Bank of Scotland provided her with a solid foundation in financial control and product management.
Educational Background
Katarzyna Kalista holds a Master's degree in Accounting and Finance from SGH, where she studied from 2005 to 2010. She also participated in the CFA Programme, enhancing her financial analysis skills. Additionally, she studied at Wirtschaftsuniversität Wien from 2009 to 2010, further broadening her academic experience in finance.
Internship Experience
In 2010, Katarzyna Kalista completed a two-month internship at Navigator Capital in Warsaw, Poland. This early experience in the finance sector contributed to her professional development and understanding of financial markets.