Profil
Ms. Alyssa Lorenz is an Associate at SAIL Capital Partners LLC.
Prior to joining SAIL, she worked at UBS Financial Services for four years as project coordinator and associate with a leading institutional consulting team that manages $1.7 billion in client assets.
She prepared responses to RFPs from potential clients which resulted in $383 million in new assets for the team.
In that capacity, Alyssa gained notable experience in assessing investment strategies, selecting wealth managers, and understanding the needs of investors.
Anciens postes connus de Alyssa Lorenz
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
SAIL Capital Partners LLC
 SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners LLC (SAIL Capital Partners) is a venture capital firm founded in 1999 by Walter Schindler. The firm is headquartered in Irvine, California. | Analyste en capital-investissement | - |
Formation de Alyssa Lorenz
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
SAIL Capital Partners LLC
SAIL Capital Partners LLC Investment ManagersFinance SAIL Capital Partners LLC (SAIL Capital Partners) is a venture capital firm founded in 1999 by Walter Schindler. The firm is headquartered in Irvine, California. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
