Reed E. has a diverse background in the financial services industry, with experience in both advisory roles and distribution. Reed's career began as a Product Manager at Money & Tech from January 2013 to August 2018. Subsequently, Reed served as a Financial Advisor at Northwestern Mutual from August 2018 to January 2022. In January 2022, Reed transitioned to iM Global Partner, holding the title of Distribution for the Western US until November 2025, and later took on the roles of Internal Wholesaler and Client Services at the same company. Currently, Reed is an Executive Director and Senior Advisory Sales Consultant at UBS, a position held since November 2025.
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