Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Northfield, NJ |
- Present |
Prudential Securities |
First Vice President - Investments |
Linwood, NJ |
June 1980 - February 2001 |
Accomplishments
- Member, FINRA Arbitration Board Formerly National Association of Securities Dealers (NASD)
- Member, New York Stock Exchange Arbitration Board
- 28 years experience as a Financial Advisor
- Recipient: Jaycees International Senatorial Award
Education
- Graduate Degree, Honors, Pittsburgh Institute of Science
- B.S., Honors, Spring Garden College
Licenses
- Series 8, General Securities Sales Supervisor
- Series 7, General Securities Representative
- Series 63, Uniform Securities Agent
- Series 65, Investment Advisor Representative
- Life, Health, Long-Term Care, Variable Life Insurance and Variable Annuity Licensed: MA, NJ, PA
Personal & Community
- Past President - Seashore Gardens Living Center, Atlantic County Crime Stoppers, Greater Atlantic City Jaycees
- Member Miss America Security Committee (1995-2008)
- Member Justice Masonic Lodge ; Founding Member of Justice Scholarship Foundation
- Radio Guest, Tuesdays and Thursdays at 10:45 AM Eastern on WOND: The Financial Market Report
- Guest lecturer on investing and financial markets at several local schools
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, KS, LA, MD, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA