Executive Director
Market Director
Executive Director
Market Director
Associate Director
Associate Market Executive
As the Associate Market Executive, Anthony works closely with Amanda across Long Island and Westchester to support training, coaching, and mentoring of Financial Advisors and teams to assist them in growing their practices, achieving their business goals, and delivering service designed to exceed client expectations. Additionally, he partners with internal and external partners to deliver tools and resources that best help to position our teams and client’s for long term success.
Prior to this role, Anthony served as the Complex Admin Manager where he was responsible for hiring, training, developing, and supervising staff across three offices, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Before that, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.
Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.
Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring White Plains where he newly calls home.
Associate Director
Associate Market Executive
As the Associate Market Executive, Anthony works closely with Amanda across Long Island and Westchester to support training, coaching, and mentoring of Financial Advisors and teams to assist them in growing their practices, achieving their business goals, and delivering service designed to exceed client expectations. Additionally, he partners with internal and external partners to deliver tools and resources that best help to position our teams and client’s for long term success.
Prior to this role, Anthony served as the Complex Admin Manager where he was responsible for hiring, training, developing, and supervising staff across three offices, as well as ensuring efficient branch administration and a positive experience for the clients we serve. Before that, Anthony served as a Digital Specialist, focused on training financial advisors and their teams on the utilization of digital tools and technology to create efficiencies in their practice and help grow the business.
Anthony earned his B.S. in Finance with a concentration in Value Investing from Fordham University. He is also FINRA registered holding his Series 7, 66, 9, and 10.
Born and raised in Queens, NY, Anthony likes to spend his time outside the office with friends and family, sports (both playing and watching), and exploring White Plains where he newly calls home.
Director
Supervisory Officer
Tami Schlossberg is the Supervisory Officer in the White Plains, NY branch. Tami joined UBS White Plains in 2012 from Morgan Stanley where she spent 12 years serving first as a Client Service Associate, Branch Office Administrator, Service Manager and Complex Risk Officer. Tami's background on both the operations and compliance sides of the business makes her effective in her role of ensuring the complex is in compliance with Firm risk management and policies.
Tami studied at the University of Copenhagen ,Denmark and graduated from SUNY Oneonta with a BS in Economics. She is an avid theater goer and enjoys traveling. Tami holds her series 3, 7, 63, 65, 9, 10 and insurance license(s).
Director
Supervisory Officer
Tami Schlossberg is the Supervisory Officer in the White Plains, NY branch. Tami joined UBS White Plains in 2012 from Morgan Stanley where she spent 12 years serving first as a Client Service Associate, Branch Office Administrator, Service Manager and Complex Risk Officer. Tami's background on both the operations and compliance sides of the business makes her effective in her role of ensuring the complex is in compliance with Firm risk management and policies.
Tami studied at the University of Copenhagen ,Denmark and graduated from SUNY Oneonta with a BS in Economics. She is an avid theater goer and enjoys traveling. Tami holds her series 3, 7, 63, 65, 9, 10 and insurance license(s).
Director
Admin Manager
Director
Admin Manager
Branch Office Administrator
Branch Office Administrator
Trade & Processing Specialist
Trade & Processing Specialist
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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