Lisa Monica

Associate Director; Administrative Manager

Lisa Monica is an experienced Associate Director and Administrative Manager at UBS, where they have worked since 2016. Previously, Lisa held roles as a Registered Sales Assistant and Registered Operations Leader at Ameriprise Financial Services, Inc. and as a Registered Sales Assistant at Crowell, Weedon & Co. Their background includes managing a paperless office and resolving account-related issues for clients.

Location

Westlake Village, United States

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