Courtney Molnar
Senior Client Associate@ UBS
Houston, Texas, United States
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Courtney Molnar is a highly experienced professional with 22.8 years of work experience. She is licensed in FINRA Series 7, Series 63, & Series 66. Courtney has worked at reputable companies such as UBS, Credit Suisse, Merrill Lynch, and Citi, where she held various roles including Senior Client Associate, Private Banking Associate, and Senior Registered Client Associate. She has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and large corporations. Courtney's expertise and extensive work history make her a valuable asset in the industry.
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Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@yahoo.com
@ubs.com
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About

FINRA Series 7, Series 63, & Series 66 licensed.

Work Experience

Postbox, Zurich, 8001, CH

Financial Services

80963
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Courtney Molnar's Professional Milestones

  • Sales Assistant (2001-01-01~2004-01-01): Achieved record-breaking sales figures, exceeding targets and driving revenue growth.
  • Senior Registered Client Associate (2009-06-01~2011-02-01): Achieved record-breaking sales targets, ensuring increased client satisfaction and driving business growth.
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Education

Southern Methodist University
Southern Methodist University

English Language And Literature,

Literature,

English Language,

Bachelors,

Bachelor Of Arts

1996-2000