Jesse currently serves as the branch manager for UBS’ Fresno, Sherman Oaks, Valencia, and Bakersfield Wealth Management Offices. In his role, Jesse collaborates with financial advisors and support staff to drive business growth and the client experience.
Jesse has over 17 years of experience in the financial services industry. Prior to his current position, Jesse was the Assistant Market Head in the UBS North Texas Market from January 2017 - May 2021, the Administrative Manager in the UBS Plano, Texas Branch from August 2015 - December 2016, and held various operational roles in the UBS Los Angeles Private Wealth Management Branch from July 2010 - August 2015. Before joining UBS, Jesse was a Universal Banker at Citi in 2006.
Education and Personal
Jesse holds an undergraduate degree in Health Administration from California State University, Northridge and a Masters of Business Administration from California State University, Los Angeles. Jesse and his wife Jasleen enjoy hiking, photography, and traveling around the world. They have a 4 year old daughter named Melina. Jesse is an active participant and volunteer with the Sikh Community of Los Angeles.
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