Jessica Zhang is an Investment Analyst at Carrick Lane where she focuses on investment operations and investor relations. She helps ensure smooth trade processing, and excellent client service.
Before joining Carrick Lane, Jessica specialized in wealth management, client support, and advisory operations at UBS Financial Services, where she optimized workflows and focused on delivering efficient, and accurate solutions. Her background combines operational expertise with a strong understanding of investment processes, enabling her to bridge the gap between client experience and delivering quality operational support.
Jessica holds a B.A. in Economics from Boston University, Level II CFA candidate and is licensed with her Series 7 and 66.
She currently resides in College Point, NY.
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