Jesse Masterson
Senior Retirement Plan Consultant at Ubs
Based in Rockland, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Rockland
Industry
Financial Services
Company size
118K
Contact information
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j•••••••@ubs.com
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Background
About Jesse Masterson
I am motivated through my desire to positively impact the lives of those who oversee and/or benefit from the retirement plans for which I serve. This impact is achieved through a meticulous process of evaluating which solutions are most likely to provide the optimal benefit for our clients. I work collaboratively with you to develop strategies and innovative solutions through insights gained through my experience and research and am supported by the resources and capital strength of UBS, one of the world's leading wealth managers. I analyze the current state of your plan, provide guidance on issues that matter to you most, and help to improve how your plan is managed – to simplify your role as plan fiduciary, and to help you pursue the results you aspire are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**
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