Mittenthal has joined UBS as head of client management. She will play a leadership role in executing strategic objectives, including the realignment of the corporate service model. She is responsible for maximizing profitability and driving satisfaction for the largest and most complex clients. Mittenthal has more than 20 years of experience in wealth management and investment banking, including 12 years in the equity compensation business at Morgan Stanley Smith Barney. She reports to Julie Vander Veen.
Guido has joined UBS as a relationship manager. She is located in San Francisco and will have responsibility for some of the firm’s marquee corporate relationships. Her West Coast location will help the firm augment its presence at local events in an important market. Guido has more than 10 years experience in relationship management at Morgan Stanley Smith Barney, specializing in large and complex client relationships. She reports to Mittenthal.
Strapko,Dooley andHersh are tasked with driving development of the firm’s reinvestment strategy and focusing on the overall participant experience. The three report to Levi Solmose.
Strapko has joined UBS as a participant experience sales and campaign manager from Bank of America Merrill Lynch, where he held several sales leadership positions. He will play an integral role in developing the strategy and execution plan to drive wealth management opportunities with corporate employee financial service plan participants, managing the division’s new financial adviser network, and driving synergies with the Wealth Advice Center and the division’s service group.
Dooleyjoined from the UBS Wealth Management Americas Graduate Training Program, where he spent two years rotating through a number of businesses, including marketing and communications, the UBS Private Bank, Private Wealth Management, as well as corporate solutions and retirement services. He will be focused on strategic projects for the participant experience team. Dooley will be responsible for field communications and assist in implementing the financial adviser network.
Hersh joined UBS as a business analytics manager from CBS Interactive, where he focused on business intelligence and statistics. His responsibilities for metrics and reporting for the corporate employee financial service division will include documenting all procedures and ensuring the firm has effective, accurate reporting on business metrics, with a focus on tracking reinvestment. He will work closely with Daniel Frankel.