Katelyn Solari
Senior Wealth Strategy Associate, Planning Specialist at UBS
- Role
- Senior Wealth Strategy Associate, Planning Specialist at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Katelyn Solari
Katelyn Solari joined the Wittenstein Adelman Lewis Group in 2019. Her primary responsibilities include client service and assisting with financial planning and portfolio analysis. She also helps to monitor the group\'s structured investment portfolios.Prior to her position at UBS, Katelyn worked as a client analyst at The Vanguard Group in Malvern, PA. Katelyn graduated Cum Laude from Wake Forest University, earning a bachelor\'s degree in Business Enterprise Management and a minor in Sociology. She currently holds her Series 7 and 66 licenses. Outside of work, Katelyn enjoys staying active, reading, and traveling. She currently resides in are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
Experience
Senior Wealth Strategy Associate, Planning Specialist
Feb 2019 — Present · New York, NY, US
Education
Conestoga High School
High School
2008 — 2012
Wake Forest University School of Business
Bachelor’s Degree, Business and Enterprise Management, with a concentration in Marketing & Sales
2012 — 2016
International Education of Students Barcelona
Corporate Strategy, Strategic Management
2015 — 2015
Skills
- Windows
- Public Speaking
- Time Management
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Social Media
- Teamwork
- English
- Customer Service
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