Jane Schwartzberg
UBS Financial Services Inc.
Managing Director Head, Strategic Client Segments Wealth Management USA 

Jane Schwartzberg leads the UBS Strategic Client Segments team, which drives growth and differentiates UBS as the firm of choice for Women, Business Owners, Millennials, Athletes & Entertainers and Multicultural clients. Her team is intentional about providing the best of the firm and its resources to those who may have been underserved by the financial services industry in the past, while providing marketing resources to UBS's 6,000+ Financial Advisors and their clients. Before this new role, Jane led Field Leader Development and Advisor Team Development for UBS, driving the direction of training and professional development for managers and Financial Advisors across the country. Prior to that, Jane ran the Client and Financial Advisor Experience for the UBS Mortgage Program. Over her almost decade with UBS, Jane has led various teams through tremendous growth while also leading by example by bringing both passion and compassion to the workplace.
Jane's current position as the Head of Strategic Client Segments draws upon the extensive experience she has cultivated in all stages of companies' business growth and development. Over her career, she has developed a strong understanding of the importance and value of strategic thinking, coupled with impeccable leadership and execution skills, to meaningfully drive business results. Upon graduating from college, Jane worked as a financial analyst in the Mergers and Acquisitions/Corporate Finance group of Lazard Freres & Co. After attending business school, she was COO and then a co-founder of several software start-up companies. One of the companies, which sold database optimization software, was successfully sold to Computer Associates.
In 2013, Jane published her memoir, co-written with Marcy Tolkoff-Levy, called Naked Jane Bares All, where she recounts her many-year battle with breast cancer and reflects on the importance of resilience in the face of great adversity. In November 2014, Jane was inducted into the YWCA Academy of Women Leaders for her role in setting an example for women throughout her firm and the financial services industry. Jane was recognized as a 2021 UBS MAKER for her continued commitment to support and empower women. MAKERS@ is a program to connect and inspire executives at the forefront of equality initiatives, impacting real change at work and beyond. She proudly serves on the Board of dearworld.org, which seeks to bring healing to communities around the world through photography and storytelling. Jane is often quoted in numerous media outlets including Bloomberg, CNN, and the Wall Street Journal.
Jane is a summa cum laude graduate of Barnard College, Columbia University and earned an MBA from the Stanford University Graduate School of Business. Jane lives in Montclair, New Jersey with her husband, two children, and godson. 

Committee Members

Dennis Sugasawara- Event Coordinator
Ed Masterson
Jessica Chambers
Pam Verner
Kathy Rutherford
Tracey Bruckner
Sandy Weggeland
Peggy Steffe
​Virginia Miranda

Dennis Sugasawara

Dennis has been a resident of Santa Clarita since 1990.  As a graduate of Cal State University Northridge, Dennis had a 17-year career in the entertainment industry as a producer of independent feature films. At one point it became necessary to focus his attention on being the caregiver of both his parents until their passing in 2016; his mother was diagnosed with multiple myeloma and his father with Parkinson’s.  
Afterwards, Dennis chose to start a new career in insurance and retirement planning. He is currently the owner of DS Financial Services.  He is also a partner in Cardenas Legacy Tequila (formerly Anger Mgmt Tequila), a craft tequila located in Santa Clarita.
Since 2017, Dennis has given of his time to various charities and community organizations.  He is a member of the Producers Guild of America, board member of the SCV Boys and Girls Club, board member of the Circle of Hope, a member of the Chamber of Commerce, board member of the Santa Clarita International Film Festival, and recently joined Soroptimist International of Greater SCV.  




Would you be able to provide your company logo and information for the acknowledgement in our program?  

Thanks!
Amy
Would you be able to provide your company logo and information for the acknowledgement in our program?  

Thanks!
Amy

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