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