Tag : Nelson

Docupace Appoints Mary Nelson as Chief Client Officer
Finance Fintech News

Docupace Appoints Mary Nelson as Chief Client Officer

PR Newswire
by PR Newswire0
Nelson to Elevate the Docupace Client Experience and Enhance Engagement Across the Spectrum for Wealth Management Providers Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced the appointment of Mary Nelson as chief client officer. As chief client officer, Nelson......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
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