Steven J Cirillo
- Role
- Client Service Associate at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Steven J Cirillo
Welcome to my LinkedIn Profile! I am a Client Service Associate for the Kohn…
Experience
Client Service Associate
May 2023 — Present
Kohn Ladner Wealth Management Group As a Client Service Associate I provide analytical, operational, and administrative support to a UBS Managing Director/ Financial Advisor. Associates enhance the client experience by servicing clients and providing support to the Managing Director in their daily business practice, including: · Investment Analysis – Equity, Fixed-Income and Derivative-based asset classes · Investment Management, Retirement Planning, and Estate Planning · Sales…
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