Katie Forcheski
About Katie Forcheski
Katie Forcheski is a Registered Client Service Associate at UBS in Zurich, Switzerland, with over a decade of experience in wealth management. She has a background in finance, having worked at State Street and completed her education at Saint Michael's College and Ridgefield High School.
Work at UBS
Katie Forcheski has been employed at UBS since March 2013, serving as a Registered Client Service Associate. Her role involves providing support and services to clients, contributing to the firm's wealth management strategies. She has developed a strong understanding of client needs and financial products over her tenure. Prior to her current position, she completed a Financial Advisory Internship at UBS in 2007, which provided her with foundational experience in the financial services industry.
Education and Expertise
Katie Forcheski studied at Ridgefield High School from 2000 to 2004. She then attended Saint Michael's College, where she earned a Bachelor of Science degree in Business and Finance from 2004 to 2008. Additionally, she has been studying at Universität Salzburg since 2006, further enhancing her knowledge in the field. Her educational background supports her expertise in wealth management and client services.
Background
Katie Forcheski began her career in the financial sector at State Street, where she worked as a Fund Accountant- Associate I from 2008 to 2010 and later as a Financial Reporting- Associate 2 from 2010 to 2013. These roles in Boston, Massachusetts, provided her with essential skills in financial reporting and fund accounting. Her early experiences laid the groundwork for her current position at UBS in Zurich, Switzerland.
Professional Experience
Katie Forcheski has accumulated significant experience in the financial services industry. Before joining UBS, she held positions at State Street, where she worked for five years in various capacities related to fund accounting and financial reporting. Her diverse roles have equipped her with a comprehensive understanding of financial operations, which she applies in her current role at UBS.