Kara recently joined UBS as an Administrative Manager for the Minnesota-Northern Plains Market. She leads our Minneapolis and Bloomington team of client service and support associates, partnering as a coach and mentor.
Kara has spent most of her professional career in the financial services industry. Beginning at Dean Witter Reynolds in 1986, she has held several roles over the years in management, supervision, compliance surveillance, and client service. Residing in Eagan with husband Richard, she enjoys traveling, art, hiking, gardening, and spending time with her family and friends. Kara holds several security licenses (Series 7, 9, 10, 24, 63, 66) along with a Minnesota life and health insurance license.
Branch Office Administrator
Maria is the Branch Office Administrator for both the Minneapolis and Bloomington offices. She is responsible for supporting the branch leadership team, the Financial Advisors, and their teams. Additionally, she oversees the technology infrastructure and day-to- day operations of the offices.
She is a recent graduate of Ave Maria University in Southwest Florida where she received a Bachelor of Arts degree in Marketing with a Minor in Accounting. She resides in Minnetonka with her daughter, Everleigh. Outside of the office she enjoys being outdoors, cooking for her friends and family, spending time with Everleigh, and reading the latest novels.