Sara Perez Barrett
About Sara Perez Barrett
Sara Perez Barrett serves as the Branch Manager at UBS in Memphis, a position she has held since 2020. With over a decade of experience in the financial industry, she has progressed through various roles at UBS, including Assistant Market Head and Municipal Credit Strategist.
Work at UBS
Sara Perez Barrett has been employed at UBS since 2013, with a progressive career spanning over a decade. She currently serves as the Branch Manager in Memphis, a position she has held since 2020. Prior to this role, she worked as the Assistant Market Head from 2017 to 2020 in the Greater Nashville Area, TN. Her earlier positions at UBS include Municipal Credit Strategist from 2015 to 2017 and Research and Sales Analyst from 2013 to 2015, both based in New York, New York. Her tenure at UBS reflects a consistent advancement in her career within the organization.
Education and Expertise
Sara Perez Barrett earned her Bachelor of Arts (BA) degree from Vanderbilt University, where she studied Economics, History, and Spanish from 2009 to 2013. This diverse educational background provides her with a comprehensive understanding of financial management and market dynamics. Her academic focus on Economics is particularly relevant to her roles in the financial sector, enhancing her analytical skills and strategic thinking.
Background
Sara Perez Barrett began her professional journey in the financial industry with an internship at BNY Mellon in 2011. Following this, she joined UBS, where she has held various roles that demonstrate her growth and expertise in finance. Her experience spans multiple major financial hubs, including New York and Nashville, before she took on her current leadership role in Memphis. This background has equipped her with a broad perspective on financial markets and client management.
Career Progression
Sara Perez Barrett's career at UBS illustrates a clear trajectory of increasing responsibility and leadership. She transitioned from a Municipal Credit Strategist to an Assistant Market Head, showcasing her ability to take on more complex roles. Her current position as Branch Manager in Memphis further emphasizes her leadership capabilities and commitment to the financial services sector. This progression highlights her skills in managing teams and driving business performance.