Stephen Sircy
About Stephen Sircy
Stephen Sircy is a Service Manager at Workplace Wealth Solutions, currently working at UBS since 2020. He has extensive experience in transaction control and capital markets operations, having held various positions at UBS and previously at PepsiCo and Ferguson Enterprises.
Current Role at Workplace Wealth Solutions
Stephen Sircy currently serves as the Service Manager for Workplace Wealth Solutions at UBS. He has held this position since 2020, contributing to the management and enhancement of service delivery within the organization. His role involves overseeing operations, ensuring client satisfaction, and implementing strategies to improve service efficiency.
Previous Experience at UBS
Stephen Sircy has extensive experience at UBS, where he worked in various capacities from 2014 to 2020. His roles included Transaction Control Analyst, Authorized Officer - Transaction Control, and Associate Director - Capital Markets Trade Operations. He spent a total of four years in Transaction Control and three years in Capital Markets Trade Operations, primarily based in Nashville, Tennessee.
Experience at PepsiCo and Ferguson Enterprises
Before joining UBS, Stephen Sircy worked at PepsiCo as a Reset Specialist from 2009 to 2013. He also held the position of SPC Buyer at Ferguson Enterprises for one year in 2014. These roles provided him with foundational experience in operations and supply chain management.
Education and Academic Background
Stephen Sircy studied at Tennessee Technological University from 2009 to 2013, where he earned a Bachelor of Science (B.S.) degree in Finance. His education equipped him with essential knowledge and skills relevant to his career in financial services and operations.