Skyler Summerson

MBA

Management

UBS FINANCIAL SERVICES

Head Business Development Advanced Planning Group

- Advanced Planning Group - Team of former practicing trust and estate planning attorneys who educate ultrahigh - Coach advisors and other specialist groups on Advanced Planning strategist's capabilities and expertise to help - Coordinates all Marketing efforts for Advanced Planning Group both internal and external including, managing the development of public facing website with our creative partners and managing robust intellectual capital - Participates in ongoing communication with leadership to ensure growth of team and our reach including our - KPIs from client engagements - Director and member of NextGen Talent Development Program. Also manages the rotational Graduate Training - Program (GTP) Trainees and summer interns providing day to day tasks, and ongoing projects