Sandra Cunningham, Cfp, Cima
About Sandra Cunningham, Cfp, Cima
Sandra Cunningham is a Senior Institutional Consultant at UBS, where she has worked since 1998. She holds a BA in Psychology and Business from the University of North Carolina at Greensboro and has received recognition as a top financial advisor by Financial Times and Barron's.
Work at UBS
Sandra Cunningham has been employed at UBS since 1998, serving as a Senior Institutional Consultant. Her role involves providing investment consulting services to institutional clients. She has maintained this position for 26 years, contributing to the firm's reputation in the financial advisory sector. Additionally, she holds the title of Senior Vice President - Investments, reflecting her extensive experience and expertise in the field.
Education and Expertise
Sandra Cunningham earned her Bachelor of Arts degree from the University of North Carolina at Greensboro, where she studied Psychology and Business. Her educational background supports her expertise in financial consulting and investment strategies. She holds professional designations as a Certified Financial Planner (CFP) and a Chartered Investment Management Analyst (CIMA), which further enhance her qualifications in the financial advisory industry.
Achievements
In 2018, Sandra Cunningham was recognized as one of the Financial Times Top Plan Advisors, highlighting her proficiency in financial planning and advisory services. Additionally, she was named one of Barron's Top 1200 Financial Advisors in the U.S. during the same year. These accolades reflect her commitment to delivering high-quality financial advice and her standing in the financial services community.
Background
Sandra Cunningham has built a long-standing career in financial consulting, with a focus on institutional clients. Her tenure at UBS, spanning over two decades, showcases her dedication to the field. Based in the Washington D.C. Metro Area, she has developed a strong professional network and a deep understanding of the financial needs of her clients.