Katherine Daniels
About Katherine Daniels
Katherine Daniels serves as the Executive Director and Market Director at UBS, where she focuses on enhancing client relationships and fostering an inclusive environment for advisor teams. With a background in event management and leadership roles at both UBS and Merrill Lynch, she has over 15 years of experience in the financial services industry.
Work at UBS
Katherine Daniels currently serves as Executive Director, Market Director at UBS, a position she has held since 2023 in Beverly Hills, California. Prior to this role, she held several significant positions within UBS, including Executive Director, Assistant Market Head from 2020 to 2023, and Director, Head of Event Management in Wealth Management Americas from 2015 to 2019. Her responsibilities have included fostering client relationships and leading strategic initiatives to enhance advisor teams' performance.
Education and Expertise
Katherine Daniels earned a Bachelor of Science (BS) degree in Business Administration with a focus on Marketing from the University of Richmond, where she studied from 1998 to 2002. Her educational background has equipped her with the foundational knowledge necessary for her roles in financial services, particularly in marketing and client relationship management.
Background
Before her tenure at UBS, Katherine Daniels worked at Merrill Lynch in various capacities. She served as Vice President, Senior Meeting Planner from 2004 to 2008 and as Vice President from 2007 to 2012. Her early career at Merrill Lynch began as an Administrative Assistant from 2002 to 2004. This diverse experience has contributed to her comprehensive understanding of event management and client engagement strategies.
Leadership Philosophy
Katherine Daniels employs a servant leadership philosophy in her professional approach. This philosophy emphasizes creating an inclusive and energizing environment for advisor teams, which fosters collaboration and enhances overall team performance. Her leadership style is focused on empowering others and building strong relationships within her teams.
Personal Interests
Recently relocated to the West Coast, Katherine Daniels enjoys spending her weekends exploring local beaches with her family. This personal interest reflects her commitment to work-life balance and her appreciation for the natural beauty of her new surroundings.