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Session A

Kickoff Roundtable

Presented By: UBS

Description to be announced soon.

Moderator:

Julie Fox
Managing Director, Market Head, Northeast Private Wealth Management
UBS

Panelists:

Bianca Benedetti-Fang
Director, Business Owner Segment Field Engagement Manager
UBS

Bianca joined UBS Wealth Management in 2010 and is currently the Business Owner Segment Program Field Engagement Manager for the Strategic Client Segments group in the UBS Client Strategy Office. In this role she is committed to working with financial advisors to understand and address the unique financial needs of founders and business owners. 

Prior to joining the CSO, Bianca developed & delivered banking sales resources to WM bankers & financial advisors as the Field Engagement Strategist for the UBS Bank USA sales & client messaging teams. 

From 2010-2017 Bianca worked as a Wealth Strategy Analyst for a UBS Pinnacle Wealth Management team. During her 8 years with the group, Bianca was focused on developing business growth initiatives including building the team's banking services platform to provide their UHNW clients with UBS Bank lending & liability solutions. Additionally, as the team's head trader from 2012-2017, Bianca also oversaw all trading execution for the group's PMP discretionary managed portfolios valued at over $500M. 

Christin McClave
Chief Growth Officer; Former COO
AchieveNEXT; Cardone

 

 

Conference Location

1201 Market Street, (guest entrance at 1200 Filbert Street)
Philadelphia, Pennsylvania 19107
Tel: (215) 625-2900