Rich Kaufman is currently a Director at UBS Wealth Management, where they are responsible for various aspects of insurance products, including onboarding new insurance carriers and maintaining educational content on the insurance intranet site. Previously, they served as a Vice President and Insurance Product Manager at Morgan Stanley Wealth Management from 2002 to 2014, managing multiple life insurance carriers and related products. Rich also held the position of Branch Manager at Combined Life Insurance Company of New York from 1995 to 1997, where they were recognized as an MDRT Producing Branch Manager. They have a background in marketing from their time as a Marketing Manager at The MONY Group from 1997 to 2002, and are pursuing a degree in Business Management at Queensborough Community College.
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