Kathy Folliard
About Kathy Folliard
Kathy Folliard is a Director and Product Manager at UBS Wealth Management, where she has worked since 2006. She previously held positions at JPMorgan Chase and Merrill Lynch, and she holds a BA in Psychology and Biology from Marymount Manhattan College and an MBA in Management Information Systems from Pace University.
Current Role at UBS Wealth Management
Kathy Folliard serves as the Director, Product Manager at UBS Wealth Management. She has held this position since 2006, contributing to the development and management of various financial products. Her role involves overseeing product strategy, ensuring alignment with client needs, and driving innovation within the wealth management sector.
Previous Experience at JPMorgan Chase
Prior to her current role, Kathy Folliard worked at JPMorgan Chase as a Vice President Product Manager from 2002 to 2006. During her four years at the firm, she was responsible for managing product lines and enhancing service offerings to meet client expectations.
Experience at Merrill Lynch
Kathy Folliard was employed at Merrill Lynch as a Director from 1995 to 2002. Over her seven-year tenure, she played a key role in product management, focusing on the development and implementation of financial solutions for clients.
Education and Expertise
Kathy Folliard holds a Bachelor of Arts degree in Psychology and Biology from Marymount Manhattan College. She also earned a Master of Business Administration in Management Information Systems from Pace University - Lubin School of Business, completing her studies from 1977 to 1981. Her educational background supports her expertise in product management and strategic decision-making.