Val Peters
About Val Peters
Val Peters is a Registered Client Associate at UBS, where they have worked since 2015. Previously, they served as a Registered Sales Associate at Credit Suisse from 2006 to 2015.
Work at UBS
Val Peters has been employed at UBS since 2015, serving as a Registered Client Associate. In this role, Peters is responsible for supporting financial advisors and managing client relationships. The position involves assisting with client inquiries, processing transactions, and ensuring compliance with regulatory standards. Peters has accumulated nine years of experience at UBS, contributing to the firm's client service and operational efficiency.
Previous Experience at Credit Suisse
Prior to joining UBS, Val Peters worked at Credit Suisse as a Registered Sales Associate from 2006 to 2015. This role involved engaging with clients, providing support to financial advisors, and facilitating sales processes. Peters gained nine years of experience at Credit Suisse, which provided a foundation in client service and financial operations.
Professional Background
Val Peters has a professional background in client service within the financial sector. With a total of eighteen years of experience in roles at UBS and Credit Suisse, Peters has developed expertise in managing client relationships and supporting financial advisors. This background has equipped Peters with the skills necessary to navigate the complexities of the financial services industry.