Mimi Shih

Senior Wealth Strategy Associate

Ubs
Mimi Shih is a high-level professional, who works in Ubs as a Senior Wealth Strategy Associate since 2020. This person has earned professional experience in more than 13 positions at various companies. Mimi Shih went to the 清华大学经济管理学院 Tsinghua University School of Economics and Management and got education there from 2020 to 2020. New York, New York is the area, where the professional was lastly known to be situated. The professional's phone and email are easily accessed through SoftwareOfficial by request.
Name variants:
Jemima Shih, Mary Shih, Miriam Shih, Wilhelmina Shih
Last updated Jun 08, 2024

Contact Information

Last Update
Jul 5, 2022
Email
ms**@marketwatch.com, mi**@gmail.com, mi**@gmail.com
Location
New York, NY
Company
Ubs

Workplace

Senior Wealth Strategy Associate

New York, NY

Industry

Security Broker/Dealer

Work History

Senior Wealth Strategy Associate

Ubs
from Sep 2020

Investment Advisor

from Oct 2016

Associate Investment Advisor

Conducted outreach initiative to prospective partners and developed relationships with CIBC sub-branches, bringing in over $5 million in referrals Organized seminars and increased brand aw...
Jun 2014 — May 2015

Private Placements Analyst

Private Equity Portfolio Manager
Oct 2012 — Jun 2013

Investment Advisor Assistant

Organized client files and implemented a filing system to improve efficiency and organization Strengthened communication efforts with clients to ensure customer satisfaction and tended to ...
Sep 2012 — Jun 2014

Co-Director of Non-Traditional Integrated Marketing Communication

Completed a non-traditional campaign for Honda exceeding client goals by 400% and an ROI of over 600% Developed non-traditional marketing strategies and tactics targeting Generation Y stud...
Jan 2012 — May 2012

Corporate Relations Intern

430 north Mary Ave SUITE 200, Sunnyvale, CA 94085
Created proposal decks for collaborative efforts with Good Inc partners to increase brand awareness and increased sustainable business partnerships within consumer goods sectors Prepared a...
Feb 2011 — Aug 2011

Customer Service Representative

Los Angeles, CA
Organized 100 packages digitally and managed 20 work orders concerning housing maintenance daily Improved interpersonal skills by ensuring customer satisfaction through effectively handl...
Aug 2010 — May 2011

Co-Vice President of Community Service

330 south Campus Ave, Oxford, OH 45056
Organized events throughout the semester for 60 + participants Led the initiative to partner with Hillcrest Elementary for community engagement and set a positive role model for youth in t...
Aug 2010 — Dec 2010

Managing Director

from Aug 2010

Summer Associate

85 south Oxford St, Brooklyn, NY 11217
Microfinance Non-Profit in New York
May 2009 — Jul 2009

Analyst

Oct 2006 — Jun 2008

Investment Banking Analyst

Ubs
Financial Sponsors/Leveraged Finance group
Jul 2005 — Oct 2006

Occupations

Executive
Chief Executive Officer
Analyst
Financial Broker
Portfolio Manager
Corporate Executive
Chief Executive
Analysts
Investment Analyst
Financial Analyst

Skills

Private Equity
Investment Banking
Investments
Finance
Financial Modeling
Mergers and Acquisitions
Due Diligence
Valuation
Mergers
Lbo
Leveraged Finance
Private Placements
Portfolio Management
Mandarin
Powerpoint
Excel
English
Word
Microsoft Excel
Microsoft Word
Leadership
Sales
Market Research
Marketing
Integrated Marketing
New Business Development
Customer Satisfaction
Social Networking
Customer Service
Business Development
Social Media
Budgets
Competitive Analysis
Marketing Strategy
Retail
Microsoft Office
Social Media Marketing
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