UBS
Kelvin Lai
Global Market Product Director
Patrick D. Thompson, Cfa, Cepa, Cfp®
Senior Vice President Wealth Management
Anthony Meza
Senior Wealth Strategy Associate Financial Services, Inc
John Price
Electronic Trading Support Lead
Jerry Duncan
Sr. V. P.
Kelvin Wong, Cfa
Director, Equity/ Fixed Income Direct Access Client Advisor, Global Markets
Nancy Matta, Cfp®, Cima®, Crpc®
Senior Vice President Wealth Management
Dan Bishop
Associate Director, Capital Management Strategic Initiatives & Analytics Lead
Marian Chen
Incoming Graduate Talent Program Analyst Global Wealth Management
Reto Zollinger
Director
Richard Doody
Group Head Compensation And Benefits
Su Ungless
Conflicts Of Interest Global Risk Taxonomy Owner