Margarita Borshukova Lohbrunner
About Margarita Borshukova Lohbrunner
Margarita Borshukova Lohbrunner serves as the Associate Director and Senior Wealth Strategy Associate at UBS Wealth Management in Los Angeles, CA, where she has worked since 2015. She has a diverse background in the financial sector, with previous roles at Credit Suisse, Citi, and Bank of America.
Work at UBS
Margarita Borshukova Lohbrunner has been employed at UBS Wealth Management since 2015, serving as an Associate Director and Senior Wealth Strategy Associate. In this role, she has focused on developing and implementing wealth management strategies for clients in Los Angeles, California. Prior to her current position, she worked at UBS as a Registered Client Service Associate from 2006 to 2010, where she gained foundational experience in client service and support within the wealth management sector.
Previous Experience at Credit Suisse
Before joining UBS, Margarita worked at Credit Suisse as an Assistant Vice President from 2010 to 2015. During her tenure, she contributed to various wealth management initiatives and client relationship management efforts in Los Angeles, California. Her role involved collaborating with clients to understand their financial goals and providing tailored solutions to meet their needs.
Education and Expertise
Margarita holds an Associate of Arts degree from City College of San Francisco. She furthered her education at Pepperdine University, where she earned a Bachelor of Science in Business Administration and Management from The George L. Graziadio School of Business and Management. Her academic background provides a strong foundation for her expertise in wealth management and financial strategy.
Career Path in Financial Services
Margarita's career in financial services began at Citi, where she worked as a Financial Associate from 2002 to 2003. She then transitioned to Bank of America, serving as a Personal Banker Associate from 2004 to 2006. These early roles contributed to her understanding of client needs and the financial landscape, paving the way for her subsequent positions in wealth management.