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María José Brea Saviñón
Registered Client Associate @UBS
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WORK HISTORY
Registered Client Associate @UBS
Miami, FL, US
Ensured accurate tracking of client information and investment portfolios in management systems for effective decision-making.• Assisted the Financial Advisor in investment research and analysis to develop personalized strategies aligned with client goals, while also supporting clients with their daily needs.• Managed the opening, transfer, and maintenance of client investment accounts, ensuring compliance with regulatory requirements and internal financial policies.• Supported the development of investment-related business opportunities through proactive client updates, lead management, and preparation of personalized investment proposals.
EDUCATION
University of Miami Herbert Business School
Master of Science in Finance, Finance, General
University of Miami Herbert Business School
Bachelor of Business Administration - BBA, Finance, General. Economics & Business Management
ABOUT MARÍA JOSÉ BREA SAVIÑÓN
María José Brea is a bilingual finance professional with a Master of Science in Finance and a triple major BBA in Finance, Economics, and Management from the University of Miami. She brings experience in wealth management, credit and lending, and investment research, with a background that includes developing investment strategies, managing client portfolios, and supporting credit risk and lending operations. Perseverant and leadership-oriented, she holds FINRA certifications (SIE, Series 7, Series 66), is fluent in English and Spanish, and is passionate about leveraging her skills and global perspective to address complex financial challenges and create long-term value for clients and institutions.
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