Sign In
Get Clay Free →

Suggestions

    McKenna Morley

    Senior Wealth Strategy Associate

    McKenna Morley is a Senior Wealth Strategy Associate at UBS, based in Los Angeles, California.1 She joined UBS in 2018 and became part of her current team in 2024.1 McKenna brings valuable expertise in client relations and financial services to her role.

    Educational Background

    McKenna holds a Bachelor's degree in Political Science and Government from the University of Southern California (USC).

    Professional Experience

    Throughout her career, McKenna has gained diverse experience in various roles:

    • Current Position: Senior Wealth Strategy Associate at UBS
    • Previous Roles:
      • Legal Assistant at the Law Offices of Carl Shusterman
      • Intern at The Raben Group
      • Sales Associate at USC Bookstore
      • Facilities and Support Services Assistant at USC - Suzanne Dworak-Peck School of Social Work
      • Retail Associate at Hurley

    Skills and Responsibilities

    As a Senior Wealth Strategy Associate, McKenna likely utilizes her diverse skill set to:

    • Provide client service and support
    • Assist with wealth management strategies
    • Contribute to financial planning processes
    • Handle market orders from clients2

    McKenna's background in political science and her experience in various professional settings have likely equipped her with valuable skills in client relations, problem-solving, and understanding complex financial and legal concepts.

    Related Questions

    What specific roles did McKenna Morley hold before joining UBS?
    How did McKenna Morley's experience at USC influence her career path?
    What are some notable achievements of McKenna Morley at UBS?
    How does McKenna Morley's diverse professional background benefit her clients at UBS?
    What is the Empowerment Advisors team at UBS known for?
    McKenna Morley
    McKenna Morley, photo 1
    McKenna Morley, photo 2
    Get intro to McKenna
    Add to my network

    Location

    Los Angeles, California, United States