Zofia A. Krohn, Cfa
About Zofia A. Krohn, Cfa
Zofia A. Krohn, CFA, serves as a Director at UBS, where she has worked since 2018, specializing in retirement services and investment management. Her previous experience includes roles at Bank of America/Merrill Lynch and Aon Hewitt, where she developed strong project management skills and contributed to strategic decision-making.
Work at UBS
Zofia A. Krohn has served as a Director at UBS since 2018, contributing to the firm's operations in the Greater New York City Area. In this role, she manages the Retirement Plan Program, focusing on innovative solutions tailored to meet client retirement needs. Her responsibilities include overseeing complex initiatives within the retirement services sector, leveraging her strong project management skills to ensure successful execution.
Previous Experience at Bank of America / Merrill Lynch
Prior to her tenure at UBS, Zofia A. Krohn worked at Bank of America / Merrill Lynch as an Analyst in Global Wealth and Investment Management from 2010 to 2013. During this three-year period, she gained valuable experience in investment management, which has informed her strategic decision-making capabilities in her current role.
Consulting Experience at Aon Hewitt
Zofia A. Krohn was employed at Aon Hewitt as a Consultant from 2013 to 2018. Her five years in this position allowed her to develop expertise in consulting within the retirement services sector, further enhancing her skills and knowledge relevant to her current role at UBS.
Internship at Coface North America
In 2009, Zofia A. Krohn completed a two-month internship as a Risk Monitoring Intern at Coface North America in East Windsor, NJ. This early experience provided her with foundational insights into risk management, contributing to her overall professional development.
Education and Expertise
Zofia A. Krohn possesses a strong background in Investment Manager Analysis, which plays a crucial role in her contributions to strategic decision-making at UBS. Her expertise is complemented by her CFA designation, underscoring her commitment to professional standards in finance and investment management.