Stephanie Cesar

Registered Client Associate

Ubs
Stephanie Cesar is a qualified expert, that works in Ubs on the position of Registered Client Associate since 2015. This person gained professional experience in more than five positions at various companies. Stephanie Cesar went to the Universidade Presbiteriana Mackenzie and got education from 2005 to 2010. Stephanie Cesar has such professional qualifications as Series 7 and Series 66. Miami, Florida is the city, where this person was lastly known to settle. Their phone and email are easily accessed through this website by request.
Name variants:
Stephany Cesar, Stephania Cesar, Stephana Cesar, Stefanie Cesar, Stefania Cesar, Stefana Cesar, Steffanie Cesar, Steph Cesar, Stephie Cesar, Steff Cesar, Steffy Cesar, Stevie Cesar

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Contact Information

Last Update
Jul 10, 2022
Location
Miami, FL
Company
Ubs

Workplace

Registered Client Associate

New York, NY

Industry

Security Broker/Dealer

Work History

Registered Client Associate

Ubs
from Nov 2015

Client Services Associate

701 Brickell Ave, Miami, FL 33131
Dec 2013 — Jul 2015

Front Office Analyst

Feb 2013 — Dec 2013

Compliance Analyst

May 2011 — Feb 2013

Intern

Managed and maintained client relationships, assisted in client queries and managed client requests Worked with KYC(Know your customer) Analyst and account opening procedures Responsible ...
Jun 2010 — Dec 2010

Education

Occupations

Supporting Member
Accountant
Finance and Accounting Specialist
Team Member
Accounting Bookkeeper
Bookkeeper

Skills

Portfolio Management
Wealth Management
Investments
Private Banking
Equities
Financial Analysis
Capital Markets

FAQs about Stephanie Cesar

What's the main profession of Stephanie Cesar?

The expert is a Registered Client Associate.

What jobs is Stephanie proficient at at?

The expert is a professional such jobs as Supporting Member.

Where does Stephanie Cesar currently live?

Miami, Florida is the place where Stephanie Cesar lives

How many companies did Stephanie Cesar work at?

Stephanie Cesar worked at five jobs.

What education does Stephanie Cesar have?

Stephanie studied at the Universidade Presbiteriana Mackenzie from 2005 to 2010.

What are the certifications of Stephanie Cesar?

The professional received the following certifications: Series 7 and Series 66.

What languages does Stephanie Cesar speak?

Stephanie Cesar speaks Portuguese.

Are there any industries, that Stephanie Cesar works in?

This person works in Financial Services industry.
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