MAJOR FIELD OF STUDY: Finance
MINOR FIELD OF STUDY: Psychology
CURRENT EMPLOYER: UBS Financial Services, Inc.
CURRENT OCCUPATION: Senior Registered Client Service Associate
DESCRIBE YOUR CAREER PATH:
I have a degree in Finance with a concentration in Financial Planning, so I knew I wanted to find a position with the opportunity to work closely with clients and help them plan for their future. I realized very quickly that I did not want to become a financial advisor, because of the prospecting/sales component of that role. That’s just not where my strengths are. After college, I got a job as a Client Service Associate at Legg Mason Capital Management in Baltimore, MD. That role was a hybrid of all things client service, operational and compliance related. I was given many opportunities there to work with the various departments within the firm, which made me a very well rounded employee with a wide range of skills. When the stock market crashed in 2008, I was laid off. My tenure at Legg Mason was incredibly valuable, but getting laid off was a blessing in disguise. It gave me the opportunity to reflect on what I really wanted. I knew that to be taken seriously and to move forward with my career I needed to pursue licensing with FINRA. I accepted a job at ProFund Advisors in Bethesda, MD. The position was as a Client Services Associate answering calls on the ProFund mutual funds and the ProShares exchange traded funds. The job required me to get my FINRA Series 7 and 63 licenses, which I did, and I was promoted to a Senior Client Services Associate a few months later. I learned so much more about the industry and how to describe investment products to clients during my time at ProFunds. Unfortunately, the role wasn’t the right fit for me. I wanted to build long-lasting relationships with clients, and my position within ProFunds was more of a call center structure. I applied for a job at UBS Financial Services in Baltimore, MD working for three financial advisors. The fact that I was already licensed and had experience on the investment side of the business really helped me get the job. I supported the financial advisors in every aspect of their business as a Registered Client Service Associate. I built and maintained wonderful client relationships, and I realized that I had found my career. I loved the balance of helping clients with their needs, but not having to worry about prospecting new clients or managing portfolios.
My husband and I decided that we wanted a change of pace and decided to move to Boston, MA in 2013. I asked my manager if I could transfer to our Boston office, and I wound up finding an amazing team to work with. I work on a team with three financial advisors who each have their own books of business, and my role is to provide exceptional client service and operational support to our clients. I work closely with our clients and their families through all aspects of their financial life. A large focus in our team is on financial planning for each of our clients as well. I absolutely love my role and the team that I work for. My role is perfectly suited to my abilities and also what I enjoy doing. I have told my team many times that I’m “a lifer”. If I could give advice to anyone looking for a career in finance it would be that there are a ton of different kinds of opportunities within the field. Just get your foot in the door and figure out what you enjoy doing.
MOST IMPORTANT THING YOU LEARNED WHILE ATTENDING SALISBURY UNIVERSITY:
The most important thing I learned at Salisbury University was how to work with a team. I used to dread all of the team projects we would be assigned, but it really was an incredibly valuable skill once I joined the work force. I also learned to lighten up and have fun!
WHAT CAMPUS ACTIVITIES/ORGANIZATIONS WERE YOU INVOLVED WITH?
I was the President of the Financial Management Association and a member of Beta Alpha Psi.
BEST COLLEGE MEMORY:
Way too many to choose from! I made so many amazing friends at Salisbury University. Some of my favorite memories were from hanging out at Brew River, the trip to New York City we went on with the Financial Management Association, and meeting my husband.
WHY DID YOU CHOOSE SALISBURY UNIVERSITY?
I chose Salisbury University for a few reasons. I wanted to go to a school that had small class sizes, but was still big enough where I would have opportunities to meet new people. I loved that about Salisbury - it was small enough where you always knew someone but large enough where you always had the opportunity to meet someone new. My parents lived in Frederick, MD at the time, and I liked that Salisbury was far enough away from home that I wouldn't be tempted to go home all the time, but still close enough to home that I could easily visit. I knew a few people from home that went to Salisbury as well, so it felt more comfortable than going to a school where I wouldn't know anyone.
IF YOU COULD DESCRIBE SALISBURY UNIVERSITY IN THREE WORDS, WHAT WOULD THEY BE AND WHY?
Perfect for me. I couldn’t imagine going to school anywhere else.
FAVORITE VACATION SPOT AND WHY?
I love to travel, so this is a tough question. I’d have to say San Francisco. There is so much to do in San Francisco and it’s beautiful there. The proximity to Napa Valley doesn’t hurt either!
My husband said I should say marrying him! I haven’t won any awards or done anything really extraordinary. I do feel a great sense of accomplishment every time one of my clients tells me how helpful I was or when the advisors I work for tell me how they couldn’t run their business without me. I know I’m in the right role, working with the right people, and that seems like a great accomplishment after it took me a couple years to find the right career.
WHAT IS SOMETHING PEOPLE DON'T KNOW ABOUT YOU?
My dog is an Instagram celebrity – shameless plug for @MurphyOwnsUs. I have a habit of taking myself too seriously (which everyone knows about me), but I also have a creative side. I started his Instagram account as a joke, and realized it was a fun way to be creative and silly and to share my adorable dog with the world.
I love traveling, photography, and I’m completely obsessed with my dog. I am a volunteer with the French Bulldog Rescue Network in my free time.
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