Reweti Wiki
Senior Wealth Strategy Associate - Portfolio Associate at UBS
- Role
- Senior Wealth Strategy Associate - Portfolio Associate at UBS
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Reweti Wiki
I serve as a Senior Wealth Strategy Associate and Portfolio Associate at UBS and the Pacific Wealth Group. Our Private Wealth practice is recognized for its exceptional technical expertise and commitment to delivering a world-class client experience. My role focuses on enhancing our investment processes, developing tailored portfolio strategies, and helping clients achieve their financial goals through prudent risk management.With a passion for wealth management and problem-solving, I collaborate closely with our principals—each bringing decades of industry experience—to align investment strategies with our clients’ unique needs. Together, we’re focused on creating efficient, personalized solutions that drive long-term growth.I’m always eager to connect with professionals who are passionate about wealth management, investment strategies, or innovative client solutions. Let’s collaborate on creating value and driving 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 - Portfolio Associate
Sep 2024 — Present · Lake Oswego, OR, US
Education
Yale School of Management
Investments and Securities
Victoria University of Wellington
Bachelor of Commerce & Administration, Information Systems; Maori Business
1997 — 2000
Skills
- Project Management
- Estate Considerations
- Change Management
- Strategy
- Program Management
- Management
- Program Development
- Trust Services
- Government
- Nonprofits
- Leadership Development
- Business Retirement Plans
- Retirement Planning
- Performance Improvement
- Asset Protection Strategies
- Sep Ira
- Organizational Development
- Community Development
- Policy
- Wealth Strategies
- Portfolio Strategies
- Business Development
- Risk Assessment
- Wealth Management
- Governance
- Finanial Assessment
- Traditional Ira
- Estate and Legacy Strategies
- Roth Ira
- Simple Ira
- Strategic Planning
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