Advice Built on experience

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President – Wealth Management

Springfield, MA

- Present

Accomplishments

  • BusinessWest Magazine "40 under 40" Winner, 2012
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • College of the Holy Cross, Worcester, MA

Licenses

  • Series 6, 7 and 63
  • Insurance Licensed

Personal & Community

  • Naismith Memorial Basketball Hall of Fame, Board of Governors
  • Springfield YMCA, Board of Directors
  • March of Dimes, Past Member Board of Directors
  • Springfield School Volunteers, Past Member Board of Directors

Registered States:

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI