Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
Dublin, OH |
April 2005 - Present |
Wachovia Securities/Prudential Securities |
Vice President - Investments |
Columbus, OH |
November 1993 - April 2005 |
Accomplishments
- UBS Director Council Member
Education
- B.S.B.A., Finance, The Ohio State University, 1989
Licenses
- Series 7, General Securities Representative
- Series 9/10, General Securities Sales Supervisor
- Series 63, Uniform Securities Agent State Law Examination
- Series 65, Uniform Investment Advisor Law Examination
- Life, Variable Life Insurance and Variable Annuity Licensed
Registered States:
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV