Patricia Romagosa
About Patricia Romagosa
Patricia Romagosa is a New Account Officer at UBS, with a career spanning over a decade in the financial services industry. She has held various roles at notable institutions including HSBC, Citi, and BHI, primarily focused on documentation and quality assurance.
Work at UBS
Patricia Romagosa has been employed at UBS as a New Account Officer since 2018. Her role involves managing the onboarding process for new clients and ensuring compliance with regulatory requirements. She operates from the Coral Gables, Florida office, contributing to the firm's client service and operational efficiency.
Previous Experience at BHI
Before joining UBS, Patricia worked at BHI as an Assistant Vice President in Quality Assurance from 2015 to 2017. During her tenure in Aventura, Florida, she focused on maintaining high standards of service quality and compliance within the organization.
Experience at HSBC
Patricia served as a Senior Documentation Specialist at HSBC from 2010 to 2015. Based in Miami, Florida, she was responsible for managing documentation processes and ensuring accuracy in client records for five years.
Career at Citi
Patricia's career includes significant roles at Citi. She worked as an Implementation Manager and Senior Documentation Specialist for the ACASH division from 2007 to 2009 in Fort Lauderdale, Florida. Prior to that, she was a Customer Service Analyst in the International Contact Center from 2006 to 2007, where she handled client inquiries and provided support.
Education Background
Patricia Romagosa studied at Grand Bourg College in Buenos Aires, Argentina. Her educational background has provided her with a foundation for her career in finance and client services.