Sandy Berkram
About Sandy Berkram
Sandy Berkram is a Senior Wealth Strategy Associate at UBS in Billings, MT, with over 16 years of experience in wealth management. She focuses on providing tailored investment strategies and actively participates on various non-profit boards within her community.
Work at UBS
Sandy Berkram has been employed at UBS since 2008, serving as a Senior Wealth Strategy Associate for 16 years in Billings, MT. In this role, Berkram focuses on providing clients with customized wealth management strategies. This involves working closely with clients to understand their investment objectives and the associated risks and rewards. Berkram's extensive experience at UBS contributes to a deep understanding of the finance industry, allowing for the development of tailored financial solutions.
Education and Expertise
Sandy Berkram holds the designations of Accredited Asset Management Specialist and Accredited Wealth Management Advisor. These credentials reflect a commitment to professional development and expertise in wealth management. Berkram's knowledge in finance enables the delivery of informed and effective strategies to clients, enhancing their financial decision-making processes.
Background
Sandy Berkram is actively involved in the community through participation on various non-profit boards. This engagement demonstrates a commitment to community service and a desire to contribute positively to local initiatives. Berkram's involvement in non-profit organizations complements the professional focus on wealth management, highlighting a well-rounded approach to both personal and professional responsibilities.
Client Engagement and Strategy
In the role of Senior Wealth Strategy Associate, Sandy Berkram emphasizes a thorough understanding of client investment objectives. This approach ensures that clients are well-informed about the risks and rewards associated with their investment choices. By prioritizing client engagement, Berkram fosters strong relationships that are essential for effective wealth management.
Licenses and Registrations
Sandy Berkram is registered to operate in multiple states, including AZ, CA, CO, IL, LA, MI, MN, MT, ND, OR, SD, TX, UT, WA, and WY. This wide geographical registration allows Berkram to serve a diverse clientele across various regions, enhancing the ability to provide tailored wealth management services to clients in different markets.