Alicia Renee Malcolm

Current Employers

Employment History

• 04/2012 → Present
  Ubs Financial Services
  Williamsville, NY

Other Businesses

1) Retirement Advisor Council / 61 Rainbow Road East Granby,Connecticut 06026-9763 / Association (i.e., Trade or Industry, Sport...)/ Financial (Consumer & Investment Services) / They advocate for successful qualified plan and participant outcomes by bringing together experienced, qualified retirement plan advisors. / Other / I would just be a member of the advisor counsil. / Help collaborate with other plan advisors to continually better my practice and help participant outcomes in plans. / Start Date 01/02/2017 / Minimal. One day of travel per year and a conference call quarterly. /// 2) Susan G. Komen / Dept 41831; P.O. Box 650309 Dallas,Texas 72565 / Other/ Health Care & Pharmaceuticals / Addresses breast cancer resarch, community health, global outreach and public policy initiatives in order to make a major impact against the breast cancer disease / Other / Member of committee to help organize events / assist in coordinating events, participate in innovative ways for more people to get involved / Start Date 04/01/2017/ Nonprofit Corporation /// 3) NAPA = National Association of Plan Advisors/ investment related?:no / 4401 N. Fairfax Drive, Suite 600, Arlington, VA, 22203 US/ I was asked to be on their Leadership Committee/ There are quarterly meetings. The main purpose of leadership is to understand any challenges being faced in the retirement plan industry such as new regulations and/or legislation. As part of leadership, we help work with other advisors to stay at the forefront to ensure we are all fulfilling fiduciary obligations and being the best advisors we can be to our clients and their participants./ start date: 6/1/2015/ time reqd during working hours?: yes, 5 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2012-10-12