Julia L. Tensfeldt
Head of Equity Plan Client Relationship Management at UBS in Workplace Wealth Solutions
- Role
- Head of Equity Plan Client Relationship Management in Workplace Wealth Solutions at UBS
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Julia L. Tensfeldt
I believe that ownership is one of the most powerful concepts in modern society. For me…
Experience
Head of Equity Plan Client Relationship Management in Workplace Wealth Solutions
Mar 2024 — Present
Education
Rutgers University
Bachelor of Arts
Skills
- Relationship Management
- Asset Management
- Series 7, 66,31, Life, Health and Annuities, Cep Level 1
- Cross-Functional Team Leadership
- Marketing and Communications
- Management
- Program Management
- Project Management
- Executive Management
- Solution Selling
- Business Development
- Leadership
- Wealth Management
- Sales
- Financial Services
- Crm
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