Executive Director
Market Director
Amanda Librizzi is an Executive Director at UBS Financial Services and serves as the Senior Market Director for Long Island & Westchester, leading the Garden City, Jericho & Purchase, NY office(s), with additional strategic focus in Melville & Southampton. As a Senior Market Director, Amanda is focused on supporting the growth of the Financial Advisors across the market through ongoing coaching and being their partner in navigating and "delivering the firm" for our High Net Worth and Ultra High Net Worth clients and prospects.
In her 15+ year tenure with UBS, Amanda has held various roles in the Private Bank, Client Advisory Group, FA Recruiting and Branch Management bringing a background of sales, strategy and talent management to her role. She holds several securities licenses: series 3 (commodities), series 7 (securities representative), 66 (investment advisor), 9 (securities sales supervisor/options) and 10 (general securities sales supervisor), as well as accident and health, variable life insurance and annuities licenses.
Amanda graduated from Syracuse University with a BS in Sociology and a Minor in Communications. She lives on Long Island with her Husband, Joe, their son, Landon and daughter, Ava.
Education
Associate Director
Associate Market Executive
As the Associate Market Executive, Anthony works closely with Amanda across Long Island and Westchester to support training, coaching, and mentoring of Financial Advisors and teams to assist them in growing their practices, achieving their business goals, and delivering service designed to exceed client expectations. Additionally, he partners with internal and external partners to deliver tools and resources that best help to position our teams and client’s for long term success.
Prior to this role, Anthony served as the Complex Admin Manager where he was responsible for hiring, training, developing, and supervising staff across three offices, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Before that, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.
Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.
Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring White Plains where he newly calls home.
Director
Admin Manager
Dennis has been in the financial services industry since 1995. He started his career with TD Ameritrade and held various positions including Registered Representative, Assistant Branch Manager and Branch Manager. In 2002 Dennis joined Scottrade Financial Services and for 16 years held the title of Senior Branch Manager where he managed all aspects of operations and sales for the Forest Hills Branch.
Dennis joined UBS in 2018 as the Market Service Manager. He is responsible for managing the daily operational activities and approvals of the five branches across the Long Island Market. He assists in ensuring compliance with firm operational guidelines and policies and supports the branch operational risk and audit process. He holds FINRA Series 4, 24, 8, 7, 66 and 63 licenses.
Director
Supervisory Officer
Shari is the Supervisory Officer for the Long Island Complex at UBS. She is tasked with understanding and incorporating UBS and FINRA guidelines for the Complex. She also resolves account related inquiries from Surveillance, Anti Money Laundering and Compliance.
Shari has over 30 years of industry experience and joined the management team at UBS Financial Services, Inc. in 2008. She began her career in the financial services industry at Prudential Securities and then moved to Morgan Stanley, where she had 18 year tenure. Shari earned her BBA at PACE University, New York City in 1982 with a major in Marketing. She holds FINRA Series 3, 7, 9, 10, 63 and 65 securities licenses as well as NY State life, accident and health insurance license.
Shari is a supporter of the Woman's Prison Association (WPA) which is an alternative to incarceration and she enjoys working out in her spare time. She, her husband David and two daughters Ariel and Gabriel call Long Island their home.
Education
Authorized Officer
Branch Office Administrator