Dolores Alcaide-Mendez

About Dolores Alcaide-Mendez

Dolores Alcaide-Mendez is a Senior Wealth Strategy Associate with over 25 years of experience. She began her career at Merrill Lynch, where she learned the domestic aspect of the business during her 8 years there. She later joined Morgan Stanley’s Private Wealth management, where she has since become well versed in the international sphere, focusing in Latin America and Ultra High Net Worth clients. She continues to elevate her her career since 2022 at UBS where she is a Senior Wealth Strategy Associate. Dolores Alcaide-Mendez supports the team’s advisors in creating a professional and responsive client service experience. She is holds Series 7, 3, 66, 9 & 10, and life insurance licenses. She comes with a bachelor’s from Bryn Mawr College, is fluent in Spanish and conversant in French.

Experience

1. Associate Director

   瑞银集团

   May 2022 — Present · New York, NY, US

Education

• Hillcrest High School

  Regents Diploma, Pre-Medicine/Pre-Medical Studies

• Bryn Mawr College

  Bachelor of Arts (B.A.), Anthropology

  1992 — 1996

Skills

• Powerpoint
• Business Start-Up
• Liasoning
• Public Policy
• Series 3
• Fixed Income
• Professional Mentoring
• Microsoft Office
• Securities
• Public Speaking
• Policy Analysis
• Entrepeneurship
• Conversant in French
• Nonprofits
• Translation
• Referral Networking
• Women's Issues
• Professional Women
• Grass Roots Campaigns
• Non-Profits
• Equities
• Financial Analysis
• Budgets
• Community Outreach
• Bloomberg
• Mutual Funds
• Team Management
• Microsoft Word
• Spanish
• Cultural Anthropology
• Series 66
• Real Estate Transactions
• Restaurant Management
• Series 7
• Alternative Investments
• Research