Karen Degro
Financial Advisor@ UBS
San Francisco, California, United States
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Karen Degro is an experienced Financial Advisor with 18.1 years of work experience. She is based in San Francisco, California, and is affiliated with UBS. Karen's strong assets include her clients' relationships with UBS, offering personalized wealth management advice and personalized service. She works closely with her clients to develop an investment strategy tailored to their needs, ensuring a thorough understanding of their objectives. Karen's previous work experience includes a position at UBS in Zurich, Switzerland, where she worked as a Financial Advisor in the Finance department.
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Emails and Phone Numbers

@ubs.com
@gmail.com
+1 787486****
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About

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs, making sure I have a thorough understanding of their objectives. **Registered States**CA,FL,PR

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Work Experience

Postbox, Zurich, 8001, CH

Financial Services

80963

Karen Degro's Professional Milestones

  • Financial Advisor (2005-10-01~): Implementing strategic financial plans to optimize profitability and minimize risks.