Customer Service Associate@ UBS
Miami-Fort Lauderdale Area
Giuliana Rubenich, CFP®
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FlashIntel GPTGiuliana Rubenich is a CFP with 15.8 years of experience in the financial field. She has worked at the two largest banks of Brazil, Bradesco, and Itau. Her expertise lies in people management, financial management, asset management, risk management, tax planning, retirement planning, and succession planning. Giuliana has held various positions at UBS, Banco do Brasil Americas, HAYMAN-WOODWARD, and GE Financial. She has also worked as a Client Services Associate at UBS and as an Assistant Branch Manager at UBS. Giuliana is based in the United States.
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About
CFP®️ with vast experience in the financial field, having worked at the two largest banks of Brazil: Bradesco and Itaú. Working experience in people management, financial management, asset management, risk management, tax planning, retirement planning, succession planning.
Work Experience
Customer Service Associate
Client Services Associate
Financial Services
Giuliana Rubenich, CFP®'s Professional Milestones
- Team Leader (2018-04-01~): Motivated and guided team members towards their highest potential, fostering a culture of continuous improvement and collaboration.
- Banking (2011-12-01~2014-01-01): Implementing cutting-edge banking technologies to optimize efficiency and optimize operations.
Education
Skill
Microsoft Office
Microsoft Excel
Certification
Colleagues
Other Named Giuliana Rubenich, CFP®
Frequently asked questions
We found 2 Giuliana Rubenich, CFP®'s email addresses
Giuliana Rubenich, CFP®'s social media include: Linkedin,
Giuliana Rubenich, CFP® works for UBS
Giuliana Rubenich, CFP®'s role in UBS is Customer Service Associate
Giuliana Rubenich, CFP® works in the industry of Financial Services
Giuliana Rubenich, CFP®'s colleagues are Kishan Joshi,Kingston Nguyen,Fiona Henry
Giuliana Rubenich, CFP®'s latest job experience is Customer Service Associate at UBS
Giuliana Rubenich, CFP®'s latest education in UNICURITIBA
