Experience That inspires confidence

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President- Investments

Bloomington

September 2011 - Present

Robert W Baird & Co.

Director

Edina

July 1987 - August 2011

Education

  • M.S. Education. University of St. Thomas, MN
  • B.A. Philosophy. St. Olaf College, MN

Licenses

  • Series 7 Licensed: General Securities Representative
  • Series 63 Licensed: Uniform State Exam
  • Series 65 Licensed: Investment Advisor Representative
  • Life and Health Insurance Licensed: MN

Registered States:

AZ, CA, CT, DC, FL, IL, MA, MD, MN, MS, NC, NJ, NM, NV, NY, OH, OR, SD, TN, TX, VA, VT, WA, WI