Brandy Timo

Experience

1. Client Services

   UBS

   Jul 1997 — Present

   Project Management July 2023 - PresentSupporting Operations Workflow Technology Platform.Implementation focuses on implementing new technology to enhance straight through processing.Project Management July 2019-March 2023Supporting Client Services in a Multi-year Technology Platform Solutions.Implementation includes upgrading current platform to the cloud and introduced chat and artificial intelligence (rolled out June 2020).NJ Site Manager January 2019-August 2019Service delivery across 20 disciplines with 60+ people.Integrated with 2 other locations across the country to support over 1.8 million inquiries annually from clients and branch partners and $1.3 billion in stock option trades.PWM Operations Relationship Manager 20••••18Launched a new initiative to liaison between the Operations Department and the Private Wealth Management team to troubleshoot situations unique to Private Wealth and their clients. Advocated on behalf of clients to streamline existing processes and collaborated with partners to implement solutionsProject Management 20••••17Overhauled Client and Branch Authentication to include 2 factor authentication integrating third party solution to identify telephone spoofing.Launched Call Back TechnologyCall Center Relationship Manager 20••••14Liaised across 15 different businesses within Operations, Sales, and Product teams to target communications and training on new initiatives for the call center audience and managed timely delivery to ensure preparedness.Additional Responsibilities 20••••13 Manager Key Segments Desk - differentiated service for key internal clients 20••••14 Manager Shared Services - responsible for service technology and forecasting. Service Project Manager for Card Launch in 2011Associate Product Manager Home Office Discretionary Fee-based Programs - 20••••08Instrumental in the rollout of the Technology Platform (IS Toolset) and the Investment Product.

Skills

• Risk Management
• Fixed Income
• Wealth Management
• Series 7
• Product Management
• Project Management
• Program Management
• Retirement Planning
• Series 63