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Ondina A Purcell

from North Plainfield, NJ
Age ~56

Ondina Purcell Phones & Addresses

  • North Plainfield, NJ
  • Berkeley Heights, NJ
  • Scotch Plains, NJ
  • Warren, NJ
  • Millington, NJ
  • Basking Ridge, NJ
  • Clark, NJ
  • Derby, CT
  • Long Valley, NJ

Work

Company: Ubs financial Apr 2010 Position: Executive director, advisory marketing

Education

School / High School: SETON HALL UNIVERSITY- South Orange, NJ Jan 1986 Specialities: B.S. in Marketing

Skills

Wealth Management • Alternative Investments • Mutual Funds • Marketing Strategy • Marketing Management • Relationship Management • Fixed Income • Equities • Asset Allocation • Marketing • Securities • Fixed Annuities • Financial Advisory • Hedge Funds • Investment Advisory • Brand Ambassadors • Series 63 • Content Management • Series 7 • Social Media Marketing • Securities Regulation • Leadership • Integrated Marketing • Business Transformation • Change Management • Field Marketing

Languages

Spanish • English

Ranks

Certificate: Series 6, 7, 24, & 63

Industries

Financial Services

Resumes

Resumes

Ondina Purcell Photo 1

Vp, Director Of Client Marketing

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Location:
380 Potomac Dr, Basking Ridge, NJ 07920
Industry:
Financial Services
Work:
UBS since Mar 2006
Executive Director

Advest, Inc 2003 - 2004
Vice President, Annuity Sales and Marketing

Citigroup Asset Management 1999 - 2002
Vice President

Prudential Financial 1997 - 1999
Director, Sales Strategy, Mutual Funds & Annuities
Education:
Seton Hall University 1986 - 1989
BS in Business, Marketing, Spanish
The Wharton School
SIFMA - Securities Industry Institute, 2012
Skills:
Wealth Management
Alternative Investments
Mutual Funds
Marketing Strategy
Marketing Management
Relationship Management
Fixed Income
Equities
Asset Allocation
Marketing
Securities
Fixed Annuities
Financial Advisory
Hedge Funds
Investment Advisory
Brand Ambassadors
Series 63
Content Management
Series 7
Social Media Marketing
Securities Regulation
Leadership
Integrated Marketing
Business Transformation
Change Management
Field Marketing
Languages:
Spanish
English
Certifications:
Series 6, 7, 24, & 63
Finra
Series 6
Series 7
Series 24
Series 63
Ondina Purcell Photo 2

Ondina Purcell Basking Ridge, NJ

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Work:
UBS FINANCIAL

Apr 2010 to 2000
Executive Director, Advisory Marketing

UBS FINANCIAL

Jan 2008 to Mar 2010
Executive Director, Head of Sales Strategy & Communication

UBS FINANCIAL

Mar 2006 to Dec 2007
Director, Marketing Manager

ADVEST, INC
Hartford, CT
May 2003 to Apr 2004
Vice President, Annuity Sales and Marketing

CITIGROUP ASSET MANAGEMENT
Stamford, CT
Apr 2000 to Dec 2002
Vice President, Senior Product Manager - Product Development

PRUDENTIAL INVESTMENTS
Newark, NJ
May 1997 to Apr 2000
Director, Sales Strategy, Mutual Funds & Annuities - National Sales

ADVEST INC
Far Hills, NJ
Apr 1994 to May 1997
Marketing Manager - Mutual Funds

CIGNA
Bloomfield, CT
Sep 1993 to Apr 1994
Group Benefits Underwriter

PRUDENTIAL MUTUAL FUND SERVICES
Edison, NJ
Mar 1990 to May 1992
Account Administrator - Mutual Funds

Education:
SETON HALL UNIVERSITY
South Orange, NJ
Jan 1986 to Jan 1989
B.S. in Marketing

Ondina A Purcell from North Plainfield, NJ, age ~56 Get Report