Understanding

Comes from experience

Jacqueline Kehoe

Executive Director

Market Director

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.

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

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY
305 Lytton Ave
Palo Alto, CA 94301

Email Me

jacqueline.kehoe@ubs.com
Jacqueline Kehoe
305 Lytton Ave,Palo Alto,CA,94301

Joan Phinney

Director

Admin Manager

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DE
  • GA
  • IA
  • ID
  • IL
  • KS
  • LA
  • MN
  • MO
  • MS
  • NC
  • ND
  • NM
  • NV
  • NY
  • OH
  • RI
  • SC
  • TN
  • VA
  • VI
  • WA
  • WI
  • WV
  • WY
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

joni.phinney@ubs.com
Joan Phinney
3001 Douglas Boulevard,Roseville,CA,95661

Barbara Fain

Director

Market Supervisory Officer

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

Registered States:
  • CA
3001 Douglas Boulevard
Suite 160
Roseville, CA 95661

Email Me

barbara.fain@ubs.com
Barbara Fain
3001 Douglas Boulevard,Roseville,CA,95661

Sanam Baiani

Branch Office Administrator

400 South El Camino Real
Suite 900
San Mateo, CA 94402

Email Me

sanam.baiani@ubs.com
Sanam Baiani
400 South El Camino Real,San Mateo,CA,94402

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