Experience That inspires confidence
Achieving what's most important begins with advice you can trust. Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your unique circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it should circumstances change so you can embrace your financial future with confidence no matter what the environment.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
March 2009 - Present |
|
Smith Barney |
Financial Advisor |
January 1988 - March 2009 |
|
Merrill Lynch |
Financial Advisor |
December 1984 - January 1988 |
|
Merrill Lynch |
Accounting Supervisor |
August 1983 - December 1984 |
|
Hertz Corporation |
Accounting Supervisor |
July 1982 - August 1983 |
|
Deloitte Touche |
Senior Accountant |
July 1980 - July 1982 |
|
Bachman Schwartz and Abramson CPA's |
Junior Accountant |
August 1978 - July 1980 |
Education
- Fordham University -Master of Business Administration September 1985
- SUNY Albany BS Accounting May 1978
Licenses
- series7,9,10,63,65
Registered States:
AZ, CA, CO, CT, FL, GA, KY, MA, MD, NJ, NM, NV, NY, PA, RI, SC, VA, WY