Riselea Mc Leroy
About Riselea Mc Leroy
Riselea Mc Leroy is a Senior Registered Client Service Associate at UBS Financial Services, where she has worked since 2012, accumulating 38 years of experience in the financial services industry. She oversees client administration for three Wealth Managers and holds multiple licenses, including those for life insurance and variable annuities.
Work at UBS
Riselea Mc Leroy has been employed at UBS Financial Services since 2012, currently holding the position of Senior Registered Client Service Associate. In this role, she has accumulated 12 years of experience, focusing on client administration for three Wealth Managers. Prior to her current position, she worked at UBS Financial Services, Inc. as Associate Director and Supervisory Manager from 2000 to 2009, contributing to her extensive knowledge of the financial services sector.
Education and Expertise
Riselea Mc Leroy possesses 38 years of experience in the Financial Services industry. She is a Registered General Securities Sales Supervisor and holds licenses for Life Insurance and Variable Annuities. Additionally, she is a FINRA-Registered General Securities Representative and a Registered Investment Advisor Representative, showcasing her comprehensive expertise in various aspects of financial services.
Background
Riselea Mc Leroy has a long-standing career in the financial services sector, beginning her journey in 1985. Her tenure at UBS Financial Services spans over two decades, with significant roles that have contributed to her professional development. She is based in Houston, Texas, where she continues to serve clients and manage administrative functions for wealth management.
Achievements
Throughout her career, Riselea Mc Leroy has overseen client administration for multiple Wealth Managers, demonstrating her capability in managing complex client relationships. Her extensive experience and various licenses highlight her commitment to maintaining high standards in client service and regulatory compliance within the financial services industry.