Allison O'Brien, CFP®, is currently the Vice President of Wealth Management at UBS Financial Services Inc., where they have built a notable career in financial advisory. Prior to their role at UBS, they gained experience as a Business Development Representative at Epicor Software in 2014. Allison holds a degree from the College of Saint Benedict, where they studied from 2011 to 2015.
This person is not in the org chart
This person is not in any teams
This person is not in any offices