Whitacre began her career in the financial industry in 2000 and has risen from client service associate to senior registered client associate and assistant operations manager, the company said.
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Most recently, Whitacre was market administrative officer for the company’s Ohio-Indianapolis market, covering seven branches comprised of 118 financial advisors, 10 managers and 113 support team members.
“I’m honored and excited to embark on my role as branch manager,” Whitacre said in the company’s statement. “I have a passion for coaching and developing others and will put those skills to even greater use in this position. I am proud of the collaborative culture we have built in our office and look forward to celebrating the continued success of our financial advisor teams.”
“Dawn has proven her management capabilities throughout her career at UBS,” UBS Market Head Jon Ramey also said. “We look forward to her leadership as we continue to strive to be the firm of choice for high net worth clients and the advisory teams that serve them.”
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Whitacre volunteers her time at various nonprofit organizations in the Dayton area including One Bistro, St. Vincent De Paul, Million Movement, JoyRide, Chapter 21 Military Order of the Purple Heart, Making Strides Against Breast Cancer and Miamisburg Men’s Soccer Booster Club.
Whitacre and her husband, James, have two children, Jakob and Stella, and live in Miamisburg.
Wealth manager UBS says it has offices in 52 countries, with about 34 percent of its employees working in the Americas, 34 percent in Switzerland, 18 percent in the rest of Europe, the Middle East and Africa and 14 percent in Asia Pacific.
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