Michael Jones is currently an Associate Director at UBS and previously served as an Assistant Vice President at Credit Suisse, where they led the end-to-end client onboarding process for approximately 300 clients annually. With extensive experience as a subject matter expert on regulatory frameworks, they have driven significant changes to workflow and processes, ensuring compliance and maintaining ethical standards. Before their time at Credit Suisse, Michael worked at Fidelity Investments, specializing in servicing high-net-worth clients on complex transactions, while consistently exceeding customer satisfaction goals. Michael graduated magna cum laude from North Carolina State University with a B.A. in History, achieving a 3.8 GPA.
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