Liz L
About Liz L
Liz L serves as the Executive Director of Smart Technology & Advanced Analytics at UBS, a position she has held since 2022. With over two decades of experience in the finance sector, she has held various roles at UBS and other firms, focusing on business management and analytics.
Current Role at UBS
Liz L serves as the Executive Director of Smart Technology & Advanced Analytics at UBS, a position she has held since 2022. In this role, she focuses on integrating advanced analytics and smart technology solutions to enhance UBS's service offerings. Her expertise contributes to the strategic direction of the firm in the United States.
Previous Positions at UBS
Liz L has held multiple roles at UBS, demonstrating a progressive career within the organization. She was the Director of Global Business Manager for Securities Research from 2013 to 2018 and served as Associate Director - Global Business Manager from 2010 to 2013. Additionally, she worked as a Senior Wealth Associate in the Wealth Management Americas division from 2008 to 2010. Her experience also includes a brief tenure as Executive Director - Global Business Manager in 2018, where she worked for seven months.
Experience at Needham & Company
Before her extensive career at UBS, Liz L worked at Needham & Company as a Sales Trader - Senior Associate from 2005 to 2008. In this role, she was involved in trading activities and client management, contributing to the firm's operations in the Greater New York City Area.
Background in Financial Services
Liz L began her career in financial services at Morgan Stanley Smith Barney, where she worked as a Registered Associate from 1999 to 2005. This foundational experience provided her with insights into client relations and investment strategies, shaping her future roles in the industry.
Education and Expertise
Liz L has a diverse educational background. She studied Political Economy, Strategy, and Management at Brown University. Additionally, she attended Baruch College, where she focused on Finance and Financial Management Services, as well as Computer Science. She furthered her education at IE Business School, earning an Executive MBA with a focus on Entrepreneurship, Entrepreneurial Studies, Leadership, and Management.