Experience That inspires confidence
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
New Haven, CT |
May 2008 - Present |
Smith Barney |
Vice President - Investments |
New Haven, CT |
January 1992 - May 2008 |
Accomplishments
- Corporate Services Financial Advisor, UBS Financial Services Inc.
- Corporate Client Group Director, Smith Barney
Education
- B.S., Nichols College, 1988
- Regents College London England, 1986
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life and Variable Life Insurance Licensed: CT, NY, NJ, MA, RI
- Series 6, Variable Contracts Representative
Personal & Community
- Finance Commitee St. James School
- Saltwater Flyfishing Enthusiast
- Lives in Milford with his wife and two daughters
- Enjoys Jogging and Kayaking
- Milford Yacht Club Member
Registered States:
CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, PA, RI, SC