Bertrand B.

UBS Wealth Management Associate | MBA In Global Business | Passionate About Making A Difference In the World

Role
Wealth Management Associate at UBS
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bertrand B.

Accomplished professional with a unique blend of experience as both an athlete and a junior account manager. Leveraging the discipline, teamwork, and leadership skills honed on the basketball court and as a junior account manager, I\'ve thrived in managing client relationships and driving business growth. My experience includes conducting market research, and collaborating with cross-functional teams to deliver exceptional results.

Experience

  1. Wealth Management Associate

    UBS

    Jul 2024 — Present · US

Education

  • Lenoir-Rhyne University

    Bachelor's degree

    2015 — 2019

  • Lenoir-Rhyne University

    Master of Business Administration - MBA

    2019 — 2020

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Bertrand B. — Wealth Management Associate at UBS in Charlotte, NC, US | Unifers