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Investor Strategy & Execution
Jan 2024
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We’re consistently recognized for our innovative technology, rapid growth, and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, Best Startup Employer by Forbes, and America’s Greatest Workplaces by Newsweek. Our technology and products have also earned us spots on the Worlds Top 250 Fintech Companies by CNBC, Deloitte Technology Fast 500, and Fintech Breakthrough Awards.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
Experience · 4 entries
All (4)
Investments (1)
2024
Investor Strategy & Execution
Jan 2024
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.
We’re consistently recognized for our innovative technology, rapid growth, and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, Best Startup Employer by Forbes, and America’s Greatest Workplaces by Newsweek. Our technology and products have also earned us spots on the Worlds Top 250 Fintech Companies by CNBC, Deloitte Technology Fast 500, and Fintech Breakthrough Awards.
We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.
2023
Associate Director
Feb 2023
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that its our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of lifes questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal
2021
Colorwave x Concrete Rose Ambassador
Aug 2021
Westbound Equity Partners is an early stage firm investing financial and social capital into exceptional leaders and teams who come from all walks of life to build generationally great companies.
Our support goes beyond capital: the Westbound team and Network partner deeply with founders to build intentional, winning cultures and scale with excellence.
2019
Registered Client Associate
Feb 2019
With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis.
At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – its a commitment. Its about honoring our relationship with clients and being fully invested in their success.
Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social.
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
© 2021 - 2025 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09182026-6068127.2.1
Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
