Leo Shim has extensive experience in the finance sector, primarily with UBS, where roles included Client Service Relationship Manager and Executive Director of Global Markets Americas Distribution COO. Prior experience also includes a position as a Trader at Apex Capital Management and a Senior Associate focused on client reporting for ultra-high net worth accounts at UBS Securities LLC. Leo Shim’s expertise encompasses the development and management of premium client relationships and operational efficiency in financial services, further supported by a Bachelor's Degree in Finance from the University of Pittsburgh.
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