Molly Mc Cormick
About Molly Mc Cormick
Molly McCormick is a Senior Wealth Strategy Associate at UBS, with a background in customer service and video production. She holds a Bachelor's Degree in Political Science and Government from Vanderbilt University.
Current Role at UBS
Molly McCormick serves as a Senior Wealth Strategy Associate at UBS, a position she has held since 2021. In this role, she focuses on providing strategic wealth management solutions to clients. Her responsibilities include developing tailored financial strategies and assisting clients in navigating their investment options. McCormick's experience at UBS has allowed her to deepen her expertise in wealth management and client service.
Previous Experience at UBS
Prior to her current position, Molly McCormick worked at UBS as a Registered Client Service Associate from 2019 to 2021. In this capacity, she supported client relationships and provided essential services to enhance client satisfaction. Her tenure at UBS contributed to her understanding of client needs and the intricacies of wealth management.
Experience at Fidelity Investments
Molly McCormick gained valuable experience at Fidelity Investments, where she held multiple roles. She worked as a Customer Relationship Advocate for five months in 2018 in the Dallas/Fort Worth Area. Additionally, she served as a Stock Plan Services Participant Marketing Intern for two months in 2017 in the Greater Boston Area. These roles helped her develop skills in customer service and marketing within the financial services sector.
Education and Expertise
Molly McCormick earned her Bachelor’s Degree in Political Science and Government, with a focus on Managerial Studies: Corporate Strategy, from Vanderbilt University. She studied from 2014 to 2018, during which she gained foundational knowledge in political and corporate strategy. This educational background supports her current work in wealth management and client strategy.
Early Career at Vanderbilt University
Before entering the financial services industry, Molly McCormick worked as a Student Video Assistant for Vanderbilt Athletics Anchor Down Productions from 2016 to 2018 in the Greater Nashville Area, TN. In this role, she contributed to video production efforts, enhancing her skills in communication and teamwork.