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In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advisors, Forbes Top Women Wealth Advisors, and Wall Street's Top 40 Advisors Under 40.
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
5
3636 ratings
In a new episode of Head to Head, Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, Managing Director - Wealth Management at UBS. In this episode Rachel shares how she turned a college internship into a career in financial services that landed her on lists like Forbes Top Next Gen Wealth Advisors, Forbes Top Women Wealth Advisors, and Wall Street's Top 40 Advisors Under 40.
Have a question for our experts? Text us for a chance to have your questions answered on the next episode.
To watch the video version, go to https://www.youtube.com/@
For more research insights go to https://futurestandard.com/insights
9,207 Listeners