Executive Director
Market Director
Jesse currently serves as the branch manager for UBS’ Sherman Oaks, Valencia, and Bakersfield Wealth Management Offices. In his role, Jesse collaborates with financial advisors and support staff to drive business growth and the client experience.
Professional History
Jesse has over 15 years of experience in the financial services industry. Prior to his current position, Jesse was the Assistant Market Head in the UBS North Texas Market from January 2017 - May 2021, the Administrative Manager in the UBS Plano, Texas Branch from August 2015 - December 2016, and held various operational roles in the UBS Los Angeles Private Wealth Management Branch from July 2010 - August 2015. Before joining UBS, Jesse was a Universal Banker at Citi in 2006.
Education and Personal
Jesse holds an undergraduate degree in Health Administration from California State University, Northridge and a Masters of Business Administration from California State University, Los Angeles. Jesse and his wife Jasleen enjoy hiking, photography, and traveling around the world. They have a 2 year old daughter named Melina. Jesse is an active participant and volunteer with the Sikh Community of Los Angeles.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Executive Director
Market Director
Jesse currently serves as the branch manager for UBS’ Sherman Oaks, Valencia, and Bakersfield Wealth Management Offices. In his role, Jesse collaborates with financial advisors and support staff to drive business growth and the client experience.
Professional History
Jesse has over 15 years of experience in the financial services industry. Prior to his current position, Jesse was the Assistant Market Head in the UBS North Texas Market from January 2017 - May 2021, the Administrative Manager in the UBS Plano, Texas Branch from August 2015 - December 2016, and held various operational roles in the UBS Los Angeles Private Wealth Management Branch from July 2010 - August 2015. Before joining UBS, Jesse was a Universal Banker at Citi in 2006.
Education and Personal
Jesse holds an undergraduate degree in Health Administration from California State University, Northridge and a Masters of Business Administration from California State University, Los Angeles. Jesse and his wife Jasleen enjoy hiking, photography, and traveling around the world. They have a 2 year old daughter named Melina. Jesse is an active participant and volunteer with the Sikh Community of Los Angeles.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Director
Admin Manager
Lisa brings nearly two decades of experience in financial services, joining us after 19 successful years with Bank of America and Merrill, where she held multiple leadership roles. Known for her expertise and people-first approach, Lisa is passionate about empowering others—whether through mentorship, collaboration, or providing support when it matters most. She believes that growth comes from lifting others and strives to make a positive impact in every interaction.
Outside of work, Lisa enjoys spending time with her family, especially her niece and nephew. She loves exploring the outdoors through hiking and is an avid fan of live sporting events. Lisa is excited to bring her enthusiasm, experience, and commitment to excellence to our team.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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