LIBRA PARTNER
310 Grant Street, Suite 920, Pittsburgh, PA 15219
(412) 281-0600 | (800) 837-5433 | Fax (412) 281-0608
E-mail: UBS@ubsnet.com
Hours: Monday – Thursday 8:30 AM – 4:45 PM (EDT)
Friday- 8:30 AM – 4:00 PM (EDT)
Company Principals
|
Name
|
Email
|
Direct
|
|---|---|---|
| Mark Rosen, CLU | mrosen@ubsnet.com | 412-201-7941 |
| Steve Rosen | srosen@ubsnet.com | 412-201-7942 |
Case Design Team
|
Name
|
Email
|
Direct
|
|---|---|---|
| LIFE INSURANCE, LONG TERM CARE, DISABILITY, ANNUITIES | ||
| Chase Crawford | ccrawford@ubsnet.com | 412-201-7930 |
| Heather Elliott, CLTC | helliott@ubsnet.com | 412-201-7933 |
| Jeff Hoener, CLTC | jhoener@ubsnet.com | 412-201-7935 |
| Zach Rosen | zrosen@ubsnet.com | 412-201-7943 |
| Lindsay Wallace, CLTC | lwallace@ubsnet.com | 412-201-7948 |
Insurance Consultants
|
Name
|
Email
|
Direct
|
|---|---|---|
| Mark Rosen, CLU | mrosen@ubsnet.com | 412-201-7941 |
| Al Lorenzi, CEPA | alorenzi@ubsnet.com | 412-201-7936 |
| Stefan Cherneski, CFP (New England) | scherneski@ubsnet.com | 860-874-2750 |
| Dirk Wetherhold | dwetherhold@ubsnet.com | 484-408-5116 |
Estate Planning Specialist
|
Name
|
Email
|
Direct
|
|---|---|---|
| Sean Link, JD | sean.link@ubsnet.com | 412-201-7950 |
New Business / Case Management
|
Name
|
Email
|
Extension
|
|---|---|---|
| LIFE INSURANCE, DISABILITY, LONG TERM CARE, ANNUITIES | ||
| Victoria Simon, NCCM– New Business Manager | vsimon@ubsnet.com | 412-201-7946 |
| Heather Guzik, NCCM | hguzik@ubsnet.com | 412-201-7934 |
| Karie Ratkovich, NCCM | kratkovich@ubsnet.com | 412-201-7939 |
| Theresa Reinecker, NCCM | treinecker@ubsnet.com | 412-201-7940 |
Support Services
|
Name
|
Email
|
Direct
|
|---|---|---|
| LICENSING & CONTRACTING licensing@ubsnet.com | ||
| Christina DiFilippo | cdifilippo@ubsnet.com | 412-201-7932 |
| Russie Echols | rechols@ubsnet.com | 412-226-3125 |
| COMMISSIONS | ||
| Steve Rosen | srosen@ubsnet.com | 412-201-7942 |
| POLICY SERVICE- Donna Behary | policyservice@ubsnet.com | 412-201-7931 |
| Jeanette Barber-Jacobs, NCCM- Administrative Coordinator | jbarber-jacobs@ubsnet.com | 412-226-3124 |
| Nadine Schmitt- Operations Administrator | nschmitt@ubsnet.com | 412-201-7944 |