Priya Aggarwal
About Priya Aggarwal
Priya Aggarwal is the Vice President of Wealth Management at UBS Financial Services Inc., where she has worked for over 22 years. She specializes in providing customized financial advice, particularly for clients in pre-IPO situations and retired clients, while actively participating in fundraising efforts at local schools.
Work at UBS
Priya Aggarwal has been employed at UBS Financial Services Inc. since 2002, where she holds the position of Vice President in Wealth Management. Over her 22-year tenure, she has focused on providing customized wealth management solutions to clients. Her approach emphasizes building deep relationships to effectively address financial issues. She specializes in offering financial advice for clients in pre-IPO situations, with a particular focus on tax optimization strategies. Additionally, she provides estate planning and income advice tailored to the needs of retired clients.
Education and Expertise
Priya Aggarwal's educational background includes a Bachelor of Arts in Economics and Commerce from St. Xavier's College, Mumbai, which she completed from 1991 to 1994. She furthered her studies at the University of Mumbai, earning a Master of Arts in Economics from 1995 to 1997. This academic foundation has equipped her with the expertise necessary for her roles in wealth management and financial consulting.
Previous Experience
Before joining UBS, Priya Aggarwal worked as a Senior Consultant at The Hale Group, Ltd. from 2000 to 2002 in Boston, MA. Prior to that, she served as a Lecturer at H.R. College of Commerce and Economics in Mumbai, India, for nine months in 1997 to 1998. These roles contributed to her professional development and understanding of financial and economic principles.
Community Involvement
Priya Aggarwal is actively involved in her community, participating in fundraising committees at San Francisco University High School and Katherine Delmar Burke’s School. Her engagement in these initiatives reflects her commitment to supporting educational institutions and contributing to the community.
International Experience
Priya Aggarwal has lived in multiple countries, including France and Singapore, before settling in San Francisco. This international experience has likely enriched her perspective on global financial markets and client needs, enhancing her ability to serve a diverse clientele.