Tyler Allen
Client Service Associate @UBS
Los Angeles, CA, US
EMAILS
t••••••••@ubs.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2024 — Present
Client Service Associate @UBS
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Los Angeles, CA, US
Support high-net-worth client portfolios by preparing performance reports, investments, and financial plans• Collaborate with advisers to research market trends and allocate assets across equities and other securities• Streamline client onboarding and compliance processes, ensuring accuracy and adherence to FINRA rules.
EDUCATION
2018 — 2022
Boston College
Bachelor of Science - BS, Mathematics and Music
2014 — 2018
West Ranch High School
High School Diploma
ABOUT TYLER ALLEN
Detail-oriented, fast-learning professional with extensive experience in sales, finance…
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