Type Of Business:
Financial Services Company
Expertise:
Wealth management services designed for high-net-worth and affluent individuals by providing tailored, unbiased advice and investment services - ranging from asset management to estate planning and from corporate finance to home financing.
Major Product/SVS:
Wealth Management Services
Favorite Business Publication:
InBusiness
Education Degrees:
Bachelor of Science in Business Administration; University of Nevada, Las Vegas (1982)
Affiliations Awards:
Alumna, Bishop Gorman High School (1978)
Work History:
PaineWebber, Inc.: June 1986 - October 1993
Merrill Lynch: October 1993 - May 2009
UBS Financial Services, Inc.: May 2009 - Present
Throughout the duration of your career, what was the one highlight that stood out the most?:
Having the honor of working with Mark Whyte.
Charity:
Volunteer, Bishop Gorman High School; University of Nevada, Las Vegas; Shade Tree; Opportunity Village; Nevada Public Radio
Number Of Years In Profession:
25
Number Of Years In Current Position:
13
What Does He/She Attribute Success To:
She attributes her success to her excellent education.
Why did you become involved in your profession or industry?:
She became involved in her profession because in 1986 she went to work for a Financial Advisor at PaineWebber.
Position Responsibilities and Duties:
As a Financial Advisor, I strive to provide quality service, put my clients' needs first and view each client relationship as a long-term commitment. I work closely with my clients to help create and implement personalized wealth management strategies tailored to pursue their specific financial goals and address their unique circumstances.
Where Will You Be In 5 Years:
In five years, Ms. Trivisonno and her partner will be at UBS helping their clients' achieve their financial goals.