Education:

Florida Atlantic University

School of Accounting

Bachelor of Business Administration in Accounting

 

Licenses:

Series 7: General Securities Registered Representative Examination

Series 66: Uniform Combined State Law Examination

Certified Insurance Adjuster State of Florida

Notary Public State of Florida

 

Experience & Background:

Tiffany earned her bachelor's degree in Accounting from Florida Atlantic University in Boca Raton. She began her career in the financial services industry as a branch operations supervisor in 2003, and joined UBS Financial Services in 2014.

Tiffany brings a strong background with experience in operations, customer support, management, banking, accounting and auditing and has vast experience in delivering attentive and effective client service. She supports the team in many aspects, including account service integration and onboarding for our clients. She is a guide for our new clients during the account opening process, and interacts with our existing clients to satisfy their service and operational requests. Tiffany is also the team's notary and holds FINRA Series 7 and Series 66 securities registrations.

Tiffany enjoys spending her spare time mountain bike riding in the beautiful everglades parks of south Florida. Currently living in Boynton Beach with her husband Jonathan, the couple recently became parents and welcomed their first child, "Isaiah Reuben" to the world on July 3rd, 2019.

Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, OR, PA, TN, TX