Experience

Makes all the difference

Joseph P. Lombardo Jr.

Executive Director

Market Director

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
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
51 JFK Parkway
Suite 303
Short Hills, NJ 07078

Email Me

joseph.lombardo@ubs.com
Joseph P. Lombardo Jr.
51 JFK Parkway,Short Hills,NJ,07078

Kathleen Sheehan

Director

Admin Manager

Registered States:
  • AL
  • AR
  • DC
  • FL
  • HI
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NE
  • NH
  • NJ
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY
109 North Avenue
2nd Floor
Westfield, NJ 07090

Email Me

kathleen.sheehan@ubs.com
Kathleen Sheehan
109 North Avenue,Westfield,NJ,07090

David Morrison

Director

Supervisory Officer

Registered States:
  • NJ
Home Worker NJ
Home Worker NJ, NJ 000

Email Me

david.morrison@ubs.com
David Morrison
Home Worker NJ,Home Worker NJ,NJ,000

Sherry Swenson

Director

Branch Operations Manager

Sherry is the Market Service Manager for the Northern New Jersey Market. With over 30 years of operational and management experience, Sherry handles the day to day operations of the Westfield Office. She joined PaineWebber as a Sales Assistant with a small branch and held many positions during her tenure including Assistant to the Branch Manager, Operations Manager, and Administrative Manager. She joined the Paramus Office in 2008 as a Compliance Analyst and then as an Operations Manager. Sherry has the expertise and has developed relationships in all areas of home office that help her solve the most complex issues for Financial Advisors and Team Associates.

Sherry holds FINRA Series 7, 9, 10 and 66 licenses. Sherry earned a Bachelor of Arts in Economics from Douglass College, Rutgers University. Sherry is married with two children and currently resides in Oakland, NJ. In her free time she volunteers with her children's high school
athletics teams fundraisers, spends quality time with her family skiing and playing soccer.

Registered States:
  • NJ
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

Email Me

sherry.swenson@ubs.com
Sherry Swenson
61 South Paramus Road,Paramus,NJ,07652

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