Joycelyn Doble
Private Wealth Management Intern @ UBS
About
As a Wealth Management Intern at UBS and a Student Financial Analyst Assistant at the University of Arizona's Eller College of Management, I contribute to financial planning, portfolio analysis, and wealth management operations. My role involves supporting financial advisors, conducting investment research, and maintaining accurate financial records, ensuring reliable access to market data. Currently pursuing a Bachelor’s degree in Finance at the University of Arizona, I am an active member of Delta Sigma Pi, the Commercial Real Estate Club, and the Investments Club. I am committed to developing expertise in private wealth management and financial planning, while striving to challenge traditional assumptions about success in the finance industry.
United States
Tucson
Financial Services
Networking, Private Wealth Management, Investment Management, Family Wealth Management
Experience
Private Wealth Management Intern
UBS
Tucson, AZ
• Assisting in financial planning, investment research, and account management for client portfolio’s • Participating in client meetings, advisory workflows, and market analysis to support strategic investment decisions • Collaborating with senior advisors to enhance client presentations, facilitate onboarding, and optimize portfolio allocations
Student Financial Analyst Assistant
University of Arizona, Eller College of Management
Tucson, AZ
• Monitoring departmental transactions and reconcile P-card expenses to maintain accurate financial records • Processing reimbursements and manage financial documentation to support faculty budgeting and spending • Maintaining and troubleshooting Bloomberg Terminals regularly to provide reliable market data access and support
Selected Member
Delta Sigma Pi
Community Service Committee
Delta Sigma Pi
Member
University of Arizona Commercial Real Estate Club (CREC)
Member
University of Arizona Investments Club
Selected Member
Zipperman Scholars
• Gaining insight into MIS concepts through guest speakers, real-world IT experiences, and exposure • Sharpening communication and critical thinking through program activities, reflections, and development
Server/Barback
Pelican Grand Beach Resort
Destin, Florida, United States
• Provided quality customer service to 30+ guests per shift in a fast-paced resort environment • Maintained speed and accuracy while handling multiple guests and drink orders during rush • Prepared custom cocktails and beverages while managing the bar setup and restocking
Goldman Sachs Virtual Insight
Goldman Sachs
• Explored investment banking, asset management, and risk strategy through interactive sessions • Engaged with Goldman Sachs professionals to build strong leadership and analytical skills • Refined long-term finance career goals through hands-on exposure to real market dynamics
Branch Operations Intern
Peoples Mortgage Company
Tucson, Arizona, United States
•Assisted clients with inquiries, processed documents, and managed loan applications totaling $120M in mortgage volume • Reviewed financial documents and ensured compliance with federal and state mortgage lending regulations • Conducted market research and analyzed industry trends to support business development and strategic decision-making
Hostess Server
Vicoria’s Mexicana Cocina
Oro Valley, Arizona, United States
• Greet and seat guests while managing reservations and table assignments to optimize restaurant flow • Collaborate with team members to uphold restaurant standards, ensuring cleanliness, organization, and positive guest experience • Assist in training new hostesses and support staff to maintain high service standards
Education
University of Arizona, Eller College of Management
Finance, General
PCJTED - Catalina Foothills High School
Joycelyn Doble's Contact Information
Phone
Find the Right Leads
Find Verified Contact Data
What LeadContact does well
Find verified emails, phone numbers, and decision-makers with 98% accuracy.
Find Leads
Find the right people by company, role, industry, location, and more.
925M+ professional profiles
Find Emails
Access verified email addresses for your target contacts.
657M+ emails
Find Phone Numbers
Get cross-validated phone data from multiple top sources.
239M+ phone numbers
More Accurate. Lower Cost.
Find contact data in 1 tool with 98% accuracy
LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.
Great conversations start with the right contact.
It’s time to find yours.