Vanessa L. Cruz
About Vanessa L. Cruz
Vanessa L. Cruz is a Client Service Associate with extensive experience in the financial services industry, having worked at UBS since 2020 and previously at Merrill Lynch and JPMorgan Chase & Co.
Work at UBS
Vanessa L. Cruz has been employed at UBS as a Client Service Associate since 2020. In this role, she is responsible for providing support to clients and assisting with their financial needs. Her experience in client service positions her well to address client inquiries and facilitate effective communication between clients and the firm.
Previous Experience at Merrill Lynch
Prior to her current role at UBS, Vanessa L. Cruz worked at Merrill Lynch as a Client Associate from 2015 to 2019. During her four years at Merrill Lynch, she gained valuable experience in client relations and financial services, contributing to her professional development in the finance industry.
Background at JPMorgan Chase & Co.
Vanessa L. Cruz began her career at JPMorgan Chase & Co., where she served as a Small Business Specialist from 2010 to 2015. Over the course of five years, she focused on supporting small business clients, helping them navigate financial products and services tailored to their needs.
Career Progression in Client Services
Throughout her career, Vanessa L. Cruz has developed expertise in client services within the financial sector. Her roles at JPMorgan Chase & Co., Merrill Lynch, and UBS reflect a consistent focus on client support and relationship management, showcasing her commitment to enhancing client experiences.