Experience

Jacqueline Kehoe is Executive Director, Silicon Valley Market Director, for UBS Silicon Valley Private Wealth and Wealth Management. Jacqueline brings over 20 years of experience in financial services.  Prior to joining UBS, Jacqueline was the Associate Market Manager at Morgan Stanley for the South Bay Market. Prior to that, she spent 16 years at Merrill Lynch, where she was Director, Senior Market Supervision Manager for the Silicon Valley Market, overseeing risk and business initiatives across three Bay Area markets, and Private Wealth Supervision Manager for San Francisco Private Wealth.

Jacqueline began her career in mortgage underwriting and rose to senior management, leading teams in Private Label Securities and later became Senior Operations Consultant for Global Technology and Operations.

Jacqueline holds FINRA Series 7, 66, 9, 10, and 3 licenses. She earned her Bachelor's degree from UCLA, graduating with cum laude honors, and holds an MBA degree from San Jose State University.

A Bay Area native, Jacqueline and her husband enjoy spending time outdoors with their mini Australian Shepherd, and cheering on the San Francisco 49ers.

Carrie Scaletta is a seasoned Administrative Officer with over 25 years of experience in operations, risk management, and compliance within the financial services industry. Since re‑joining UBS in 2019, she oversees the San Jose, Los Gatos, Palo Alto, and Fresno offices, supporting both Wealth Management and Private Wealth Management teams. Known for her collaborative leadership style, focuses on team development, and fostering an environment where people feel supported. Outside of work, Carrie enjoys spending time with her husband, and their dog, Copper. Whether taking walks or visiting Disney, she values the simple moments that bring joy, connection, and renewal.

Barbara serves as the Market Supervisory Officer for the San Francisco Market. She has been with UBS since 2004 and has over 16 years of management experience in the financial industry.

Throughout her financial career she has held various roles including Operations Manager, Administrative Manager, Associate Market Executive and Client Experience Director.  In her current role as Market Supervisory Officer, Barbara is responsible for managing compliance and business risk, as well as implementation and education of firm policies and procedures across the Market. 

Barbara enjoys spending time with her family, dabbling in DIY projects and gardening. She is a graduate of Sierra College with a degree in Business Administration and General Science. She holds her Series 3, 7, 66, 9 and 10 securities licenses and is Insurance licensed.

CA Insurance License # 0M28906

UBS Insurance Agency # #0512985