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Jessica Newman
New York City, United States
Full Stack Software Engineer with a background in finance. I am a collaborative and creative problem solver driven by project oriented work. While adept at client management and retention, as shown through my previous work experience at UBS, I recently pivoted into advancing my skills as a software engineer full-time. I deeply value connecting the 'why' of a business with the implementation of the 'how'. Yogi 🧘🏼♀️ | long-distance runner 🏃🏼♀️ | novice cook👩🏼🍳
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43.4
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Top 6%
Highest experience points: 0 points,
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UBS
Jun 2018 - Mar 2022 (3 years 9 months)
Registered Client Service Associate
• Managed and developed long-term client relationships to ensure customer retention and provide prompt, personalized service
• Conducted account performance analysis and stock market commentary for frequent client meetings
• Identified inefficiencies in prospective client portfolios and proposed thoughtful transition plans through research and analytics that aligned with the prospect’s investment objectives
• Collaborated with various divisions of UBS, as well as Centers of Influence, to empower clients with information and enable innovative problem solving
• Licenses: Series 7 and 66
• Conducted account performance analysis and stock market commentary for frequent client meetings
• Identified inefficiencies in prospective client portfolios and proposed thoughtful transition plans through research and analytics that aligned with the prospect’s investment objectives
• Collaborated with various divisions of UBS, as well as Centers of Influence, to empower clients with information and enable innovative problem solving
• Licenses: Series 7 and 66
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