Managing Director
Market Director
Associate Director
Admin Manager
Gerda began her career in the financial services industry in Houston as an administrative assistant in public finance. A move to Dallas and several securities licenses resulted in 26 years with Donaldson Lufkin & Jenrette Securities Corporation and Credit Suisse Securities in roles ranging from sales support to operations management. In early 2017, the role of Administrative Officer for the Plano, TX branch of UBS became an opportunity for Gerda to continue to share her passion for providing administrative expertise to financial advisors and their support staff.
Gerda graduated from the University of Houston with a degree in Organizational Behavior and Management, holds the FINRA Series 7, 63, 9 and 10 licenses, as well as a Texas insurance license. She loves to cook, travel and spend time with her family and friends.
Education
Branch Office Administrator