Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management, Wealth Advisor |
Red Bank, NJ |
November 2000 - Present |
Merrill Lynch |
Vice President |
Short Hills, NJ |
- |
Chubb Insurance Company |
Insurance Department |
Hartford, CT |
- |
Travellers Insurance Company |
Insurance Department |
Hartford, CT |
- |
Accomplishments
- Approved Collaborative Law Professional
- Mediation Trained for Collaborative Law, able to assist as Collaborative Law Advisor
- Wealth Advisor Accreditation
- Portfolio Management Program
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Law
- Life, Health and Disability Insurance Licensed: CT, FL, NJ, NY, PA, VA, TX, MA,
Personal & Community
- Executive Woman Golf Association
- Enjoy golf, the beach, travel, gourmet cooking.
- Active over the years in Girl Scouts, Sports, Church Councils, PTA
- Jersey Shore Collaborative Law Group
Registered States:
AZ, CA, CT, DC, DE, FL, GA, IA, IL, MD, ME, MI, NC, NJ, NY, OH, PA, TN, TX, VA, VT, WI