![]() ![]() ![]() Sherry holds FINRA Series 7, 9, 10 and 66 licenses. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates. She joined the Paramus Office in 2008 as a Compliance Analyst and then as an Operations Manager. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Paramus Office. Sherry is the Market Service Manager for the Northern New Jersey Market. Donte also volunteers at the Clifton Boys and Girls club where he spent most of his childhood. In his free time, he enjoys listening to music, watching/playing various sports and traveling. Donte holds FINRA Series 7, 9, 10 and 66 licenses. Donte earned a Bachelor of Science in Business Administration from Southern Connecticut State University. Before joining UBS Donte worked at Northwestern Mutual for two years as a financial advisor representative advising on life insurance, disability insurance and Long-Term Care.ĭonte is a New Jersey native from Clifton, NJ and currently lives in West New York, NJ. Prior to joining the Paramus office, Donte was a Financial Advisor in our Wealth Advice center where he spoke with clients and met different sales, new money, and planning goals. In addition to managing the support staff, Donte is involved in the day-to-day businesses of our Financial Advisor Teams.ĭonte joined UBS in 2015 working in Operations and our back-office support group. Passionate about individuals and their continued success, Donte strives to ensure each team associate reaches their full potential. In this role he is primarily responsible for the growth and continued advancement of 30+ team associates. He and his wife, an elementary school teacher in Jersey City, have two children and currently reside in Cranford, New Jersey.ĭonte is the Administrative Manager for the Paramus Office. Adam is actively involved in the Special Olympics of New Jersey and also mentors returning military veterans through the nonprofit organization American Corporate Partners. He is also very passionate about giving back to those in need. In his free time he enjoys spending time with his family, golf, tennis and running. He is also a graduate of the Securities Industry Institute's three year program at The Wharton School/UPenn.Īdam grew up in Bergen County and graduated from Rutgers University with a Bachelor of Arts in Psychology and a minor in Finance. Additional past roles include Assistant Branch Manager, Regional Administrative Officer, Head of Financial Advisor Recruit Onboarding and Equity/Options Trader.Īdam holds FINRA Series 3, 4, 7, 9, 10, 52, 55, 63 and 66 licenses in addition to licenses for Life, Accident and Health. Prior to this role Adam was the Head of Business Management for the East Division of UBS Wealth Management supporting all of the branch offices along the U.S. Adam has spent his entire 24 year career at UBS and prides himself on clearing roadblocks, making quick local decisions, and creating individualized business growth plans with each advisor/advisor team. His sole purpose is to stop at nothing to help Financial Advisors run and grow their practice now and in the future. As Branch Manager of the UBS Wealth Management Paramus office, Adam is responsible for leading 130+ people. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |