Executive Director
Market Director
Director
Admin Manager
Eileen is the Associate Market Admin Officer for the Private Wealth Management business and responsible for various administrative and personnel functions and manages the PWM Team Associates. A graduate from UC Davis with a B.S. in Managerial Economics, Eileen has more than 30 years of industry experience in the financial services industry.
Prior to joining UBS in 2017, Eileen worked at Morgan Stanley and Cowen & Co., and held various roles from Senior Sales Associate, Admin. Manager to Senior Complex Risk Officer.
Eileen earned her BS degree in Managerial Economics from U.C. Davis. Eileen holds the Series 63, Series 66, Series 7, Series 9 and Series 10 securities licenses.
Eileen lives in the East Bay of Northern California. In her free time, she enjoys hiking, traveling abroad and spending time with family and friends.
Director
Market Supervisory Officer
Christopher is the Associate Market Supervisory Officer for the Private Wealth Management business. A graduate from UC Berkeley with a Bachelor of Arts degree in Mathematics Applied Statistics, Christopher has more than 30 years of experience in the financial services industry.
Prior to joining UBS 2015, Christopher worked at Morgan Stanley as a Complex Risk Officer, and at Schwab as a Cross Border Sales / Operations Manager.
Christopher earned his Bachelor of Arts degree in Mathematics Applied Statistics from UC Berkeley. Christopher holds the Series 65, Series 63, Series 3, Series 7, Series 9, Series 10, Series 4, Series 24 and Series 8 securities licenses.
Christopher lives in San Francisco. In his free time, he enjoys traveling, hiking, cooking and fine dining.
Authorized Officer
Executive / Team Assistant