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Kimberly C. Muska
Plus aucun poste en cours
Finance
Profil
Kimberly has more than 15 years of experience in the investment profession.
Before joining Halbert Hargrove in 2012, she led the financial planning efforts of a large advisory team at UBS and RBC Wealth Management.
Kimberly was responsible for client management and the financial planning needs of over 300 clients.
Her previous experience has included marketing, manager due diligence, as well as client portfolio management and implementation.
Prior to UBS, Kimberly was a Regional Director in the Chicago offices of Northern Trust and Morgan Stanley.
Kimberly earned a Bachelor of Business Administration – Information Systems Management from Loyola University Chicago.
Kimberly currently serves on the board of City Fruit, a Seattle non-profit.
Anciens postes connus de Kimberly C. Muska
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 31/12/2010 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
