Rachel Putratz
About Rachel Putratz
Rachel Putratz is a Senior Registered Wealth Strategy Associate at UBS, where she has worked since 2023. She holds the Accredited Asset Management Specialist (AAMS®) designation and has over 15 years of experience in wealth management roles at UBS.
Work at UBS
Rachel Putratz has been employed at UBS since 2007, holding various positions over the years. She currently serves as a Senior Registered Wealth Strategy Associate, a role she has held since 2023. Prior to this, she worked as a Senior Registered Client Service Associate from 2017 to 2023, and as a Wealth Strategy Associate from 2012 to 2017. Her career at UBS began as a Registered Client Service Associate, where she worked from 2007 to 2012. Throughout her tenure, she has focused on building client relationships and supporting wealth management teams.
Education and Expertise
Rachel Putratz earned a Bachelor of Arts (B.A.) degree in Economics - Finance and History from Concordia College, completing her studies from 2003 to 2007. She holds the Accredited Asset Management Specialist (AAMS®) designation, which demonstrates her expertise in asset management. This educational background and certification support her role in wealth management and client service.
Background
Rachel Putratz has a diverse background in wealth management, having worked at UBS for over 16 years. She is licensed to operate in multiple states, including Arizona, California, Colorado, Florida, Hawaii, Iowa, Illinois, Massachusetts, Michigan, Minnesota, Montana, New York, Oregon, Texas, and Wisconsin. This broad licensing allows her to serve a wide range of clients across different regions.
Professional Experience
Throughout her career at UBS, Rachel Putratz has held several key positions that have contributed to her professional development. She has transitioned from a Registered Client Service Associate to a Senior Registered Client Service Associate, and then to her current role as a Senior Registered Wealth Strategy Associate. Each position has enhanced her skills in client service and wealth strategy, enabling her to effectively support wealth management teams.