
Amanda Foster Paulik
Amanda is a Financial Advisor focused on P&G retirees and soon to be retirees (along with their friends... | Cincinnati, Cincinnati, United States
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Amanda Foster Paulik’s Emails am****@ub****.com
Amanda Foster Paulik’s Phone Numbers No phone number available.
Social Media
Amanda Foster Paulik’s Location Cincinnati, Cincinnati, United States
Amanda Foster Paulik’s Expertise Amanda is a Financial Advisor focused on P&G retirees and soon to be retirees (along with their friends and families). She is the primary financial planner for her team at UBS. She works with clients and prospects to develop a clearer picture of their financial future by understanding their goals, risk tolerance, income, assets, and liabilities. She is able to leverage technology to create comprehensive plans for clients. Through obtaining a full view of a clients situation, she is able to assist her team in providing various savings and investment strategies to help with wealth preservation and income generation. She is detail oriented and skilled in teamwork, leadership, and Microsoft Office. Amanda is a Certified Public Accountant (CPA). She previously worked in tax in public accounting. She graduated with a degree in both finance and accounting from the University of Kentucky. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Amanda Foster Paulik’s Current Industry Ubs
Amanda
Foster Paulik’s Prior Industry
Anderson Hills Swim Club
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Merrill Lynch
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Pwc
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Legfi Com
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Barnes Dennig
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Ubs
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Work Experience

Ubs
Financial Advisor
Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ubs
Financial Advisor Associate
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Apr 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Ubs
Wealth Strategy Associate
Sun Sep 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Barnes Dennig
Experienced Tax Associate
Sat Sep 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Pwc
Tax Associate/ Experienced Tax Associate
Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Legfi Com
Intern
Tue Mar 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Pwc
Tax Intern
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Merrill Lynch
Summer Intern
Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Anderson Hills Swim Club
Lifeguard
Sat May 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)