Katie (Bundy) Lo Presti
About Katie (Bundy) Lo Presti
Katie (Bundy) Lo Presti serves as the Director, Segment Sales Manager for Global Family Office & Offshore at UBS, a position she has held since 2021. With extensive experience at UBS and a background in marketing, she has developed a strong career in financial services.
Work at UBS
Katie Lo Presti has held multiple positions at UBS since joining the firm. She currently serves as the Director, Segment Sales Manager for Global Family Office & Offshore, a role she has occupied since 2021 in New York. Prior to this, she worked as an Internal Investment Consultant for eight years, starting in 2016 in the Greater New York City Area. Her earlier roles at UBS include Associate Director, Regional Business Strategist from 2014 to 2016 in Boston, and Event Marketing Analyst/Coordinator from 2013 to 2014 in Weehawken, New Jersey. She began her career at UBS as a Graduate Training Program Analyst from 2011 to 2013.
Education and Expertise
Katie Lo Presti earned her Bachelor’s Degree in Marketing from Fairfield University, where she studied from 2007 to 2011. Additionally, she attended Università degli Studi di Firenze for 11 months in 2009, further enhancing her educational background. Her academic foundation supports her expertise in sales management and investment consulting within the financial services industry.
Background
Katie Lo Presti began her career in finance as an intern at Merrill Lynch, where she worked from 2007 to 2010 in New York. After her internship, she transitioned to UBS, where she has built a diverse career spanning various roles and responsibilities. Her experience includes event marketing, business strategy, and investment consulting, reflecting a comprehensive understanding of the financial sector.
Professional Experience
Katie Lo Presti has accumulated significant professional experience in the financial services industry. Before her current role at UBS, she served as Associate Director, Regional Business Strategist for two years. Her earlier positions at UBS included roles in event marketing and a graduate training program, which provided her with a solid foundation in both strategic and operational aspects of the business.