Lisa L. Miller

First Vice President - Wealth Management / Financial Advisor at UBS Financial Service Inc. **MBA Candidate**

Role
First Vice President - Wealth Management at UBS
Location
Brea, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lisa L. Miller

I am passionate about building an empathetic client service model which focuses on risk management in investments either by tackling the occurrence or addressing its 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

  1. First Vice President - Wealth Management

    UBS

    Feb 2023 — Present · Brea, CA, US

Education

  • Purdue University Global

    MBA, Finance

    2022 — 2024

  • National University

    Cum Laude BS, Businesss and Finance

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