Kathy Rashleigh
Omaha,NE
Summary
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Wealth Strategy Associate
UBS Financial Services
02.2009 - 02.2025
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Researched and evaluated potential investment products for clients.
- Managed time efficiently in order to complete all tasks within deadlines.
- Obtained new and updated information to open new accounts.
- Built and maintained new accounts with appropriate paperwork in compliance with licensure.
- Traded and invested according to client goals.
Education
Criminal Justice
University of Nebraska, Lincoln
Lincoln, Nebraska, NECriminal Justice
University of Nebraska At Omaha
Omaha, NEEducation
Midland College
FremontSkills
- Currency management
- Investment management
- Microsoft Office
- Strategic planning
- Analytical thinking
- Organizational skills
- Relationship building
- Team collaboration
- Client relations
- Professionalism
- Attention to detail
Certification
FINRA
Series 7 License
Series 66 License
Timeline
Wealth Strategy Associate
UBS Financial Services
02.2009 - 02.2025
FINRA
Series 7 License
Series 66 License
Criminal Justice
University of Nebraska, Lincoln
Criminal Justice
University of Nebraska At Omaha
Education
Midland College
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