Mickie Lor
Registered Client Associate at Ubs
Based in Madison, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Madison
Industry
Financial Services
Company size
118K
Contact information
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m•••••••@ubs.com
Phone
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Background
About Mickie Lor
Mickie is a dynamic professional with solid foundations from the well respected Wisconsin School of Business at the University of Wisconsin-Madison. He holds dual Bachelor of Business Administration degrees in Finance, Investments & Banking as well as Risk Management & Insurance. His academic studies, a CFP accredited program, focused on the complexities of Wealth Management and Financial Planning for high net worth families. As a proud individual with Hmong heritage, he brings a unique perspective to the world of Wealth Management. His cultural roots instill in him a strong sense of community, trust, and respect - values that seamlessly align with the principles of financial stewardship. In his professional journey, he seeks to bridge the gap between financial expertise and cultural sensitivity.
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