Danielle Tersaga, AWMA®

Account Vice President at UBS Financial Services, Inc.

Washington DC-Baltimore Area Contact Info
159 followers 158 connections

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About


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**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Activity

Experience

  • UBS

    UBS

    6 years 6 months

    • UBS Graphic

      Account Vice President - Wealth Management

      UBS

      - Present 1 year 5 months

      Washington, District of Columbia, United States

      Please visit my website at: http://www.ubs.com/fa/danielletersaga

    • UBS Graphic

      Financial Advisor

      UBS

      - 7 years 6 months

      Washington, DC

    • Senior Wealth Strategy Associate

      UBS

      - 4 years

  • UBS Graphic

    Wealth Planning Analyst

    UBS

    - 2 years 3 months

  • UBS Graphic

    Wealth Management Intern

    UBS

    - 5 months

  • Raymond James Financial, Inc. Graphic

    Investment Intern

    Raymond James Financial, Inc.

    - 3 months

Education

  • Georgetown University

    Financial Planning School of Continuing Studies

    -

  • Ursinus College Graphic

    Ursinus College

    Bachelor of Arts (B.A.) Business and Economics 3.93

    -

    Activities and Societies: Investment Club, W.W.Smith Scholar, Omicron Delta Epsilon International Honor Society in Economics, Students in Free Enterprise

Licenses & Certifications

Languages

  • English

    Native or bilingual proficiency

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