Lisa Wells
Director - Supervisory Officer
- Role
- Director - Supervisory Officer at UBS
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Lisa Wells
My professional history reflects over 26+ years of experience driving profitability while…
Experience
Director - Supervisory Officer
Jun 2022 — Present
Private Wealth Division- Drive initiatives related to sales supervision, compliant and business risk including education, audit preparedness, communication of policies, and escalated issues.
Skills
- Due Diligence
- Customer Service
- Banking
- Microsoft Word
- Financial Services
- Risk Management
- Portfolio Management
- Strategic Planning
- Wealth Management
- Leadership
- Series 7
- Microsoft Office
- Teamwork
- Securities
- Public Speaking
- Financial Planning
- Microsoft Excel
- Finance
- Management
- Investments
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