Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Bedminster,NJ |
May 2011 - Present |
Smith Barney |
First Vice President-Investments |
Bedminster,NJ |
May 2001 - May 2011 |
Prudential Securities |
Financial Asdvisor |
Bridgewater,NJ |
March 1995 - May 2001 |
Bernard Herold |
Financial Advisor |
Staten Island,NY |
October 1986 - March 1995 |
Education
- B.A. Economics, Wagner College, 1985
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of New Jersey, Life, Health Insurance and Annuity Licensed
Registered States:
AZ, CA, CO, DE, FL, IL, MA, MD, NC, NH, NJ, NM, NV, NY, PA, SC, VA