Experience Makes all the difference

I graduated in 1985 from San Jose State with a degree in marketing. In May of 1986 I started working with Smith Barney. In 2003 I moved my family to Denver Colorado where I started working in a nearly identical capacity with UBS financial. My specialty at UBS has been working with families to develop a sound financial plan to help clients reach their financial goals. In February of 2011 I obtained my CFP® certificate. In 2010 I also worked and obtained my Wealth Advisor designation from UBS. I have been married to my wife Penny for 24 years and have three daughters, McKenna, Riley and Abby.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President-Investments

Denver, CO

March 2003 - Present

Smith Barney

Senior Vice President-Investments

San Jose, CA

May 1986 - March 2003

Mike Rudin Insurance

Disability Insurance Specialist

Santa Clara, CA

May 1985 - May 1986

Education

  • De Anza Junior College AA Business-Magna cum laude
  • San Jose State University-Magna cum laude

Registered States:

AZ, CA, CO, CT, FL, GA, IL, KS, MI, MN, MT, NJ, NM, NV, OR, SC, TN, TX, VA, WA, WV, WY