Rachel Ann Berg

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 06/2018
  Rover.cOm
  Seattle, WA
• 06/2017 → 06/2017
  Seattle Pacific University
  Seattle, WA
• 07/2018 → 07/2018
  Seattle Pacific University
  Seattle, WA
• 06/2019 → 07/2019
  Seattle Pacific University
  Seattle, WA
• 03/2019 → 07/2019
  Uber Eats
  Seattle, WA
• 08/2019 → 03/2020
  Seattle Pacific University
  Seattle, WA
• 06/2021 → 08/2021
  Ubs Financial Services, Inc.
  Bellevue, WA
• 08/2018 → 10/2021
  Seattle Pacific University
  Seattle, WA
• 09/2021 → 03/2022
  Seattle Pacific University
  Seattle, WA
• 09/2022 → 12/2022
  13 Coins Restaurant
  Bellevue, WA
• 11/2022 → 02/2023
  Bellevue Christian High School
  Bellevue, WA
• 05/2023 → Present
  Ubs Financial Services, Inc.
  New York, NY
• 09/2013 → 06/2017
  Bellevue Christian High School
  Bellevue, WA
• 03/2022 → 05/2022
  N/A - Unemployed
  Bellevue, WA
• 05/2022 → 07/2022
  N/A - Extended Travel
  Paris
• 07/2022 → 09/2022
  N/A - Unemployed
  Bellevue, WA
• 09/2017 → 03/2022
  Seattle Pacific University
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2024-01-27