Elizabeth Doron
Miami
Summary
Dedicated Senior Wealth Strategy Advisor with expertise in client onboarding, market analysis, and financial reporting. Proven ability to strengthen client relationships and deliver tailored investment solutions.
Overview
35
35
years of professional experience
3
3
Certifications
Work History
Senior Wealth Strategy Advisor
UBS Financial Services
Miami
05.2021 - Current
- Prepared detailed reports on client performance and market analysis for review meetings.
- Strengthened client relationships through proactive communication and tailored service.
- Evaluated client portfolios, offering recommendations to align with evolving financial objectives.
- Managed client onboarding processes to facilitate seamless transitions into advisory services.
International Senior Registered Client Asociate
Wells Fargo Advisors, LLC
Miami
04.1991 - 04.2021
- Developed and implemented asset allocation proposals and presentations for strategic investment management.
- Executed and monitored trades across all sectors to optimize portfolio performance.
- Prepared and distributed daily product offering sheets, ensuring timely client updates.
- Coordinated investment reporting efforts, providing clients and advisors with accurate information.
- Managed client communication, fostering strong relationships and trust.
- Analyzed client data for insights, supporting informed decision-making processes.
- Collaborated with team members to streamline workflows, boosting operational efficiency.
Education
Associate of Arts -
University of Pennsylvania
Philadelphia, PA06-1984
Skills
- Client onboarding and asset allocation
- Financial reporting
- Customer relationship management
Certification
Accredited Wealth Management Advisor (AWMA)
Timeline
Senior Wealth Strategy Advisor
UBS Financial Services
05.2021 - Current
International Senior Registered Client Asociate
Wells Fargo Advisors, LLC
04.1991 - 04.2021
Associate of Arts -
University of Pennsylvania