Joe Solan, CIMA®, is a Senior Wealth Strategy Associate at UBS, a position they have held since 2026. Prior to this role, Joe served as a Registered Client Service Associate and a Wealth Strategy Associate at UBS from 2022 to 2025. Joe began their career as a Marketing Intern at Colonial Life in 2019, where they were recognized as the most productive summer intern. They earned a Bachelor of Business Administration with a focus in Finance from Gonzaga University in 2021.
Location
Seattle, United States
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