As Vice President, Client Service, Alis is committed to providing our clients with the highest level of service for their wealth management needs. She also supports our team with account maintenance and daily administrative tasks.
Alis has nearly 11 years of experience in the wealth management industry. Prior to joining NewEdge, she was a Client Service Associate and Team Administrator at UBS. She has also held management positions in the event planning, fashion and pharmaceutical industries. Her wide range of experience has helped her become versatile and knowledgeable in supporting our diverse clientele.
Alis attended Florida International University where she obtained her B.S. in hospitality management. She also holds her Series 7 and 66 securities licenses. Outside of work, Alis enjoys traveling, exploring new cultures, and cooking.
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