Michael Lohrmann

Background

About Michael Lohrmann

I’m a graduate of Caldwell University in Northern New Jersey, where I earned a Bachelor's degree in Business Administration with a Minor in Finance. I’m currently continuing my education with a focus on Wealth Management to further develop my expertise in the financial services industry. After graduating in 2023, I began my career as an Event Coordinator at a medical device company. Seeking a transition into finance, I joined UBS through the Accelerate Program—an 18-month rotational experience designed to provide hands-on exposure to wealth management through both client-facing and internal business functions. I am currently supporting the Online Services & Margin and Lending team in my first rotation, where I’m gaining meaningful experience in digital financial solutions and client service operations. This role has allowed me to build a solid foundation in delivering efficient, client-centered support. I’m passionate about developing long-term client relationships, expanding my knowledge of financial strategies, and growing within the wealth management field. I look forward to continuing to learn and contribute as I advance in my career.