Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President-Investments Senior Portfolio Manager Accredited Wealth Advisor

Portsmouth, New Hampshire

September 2008 - Present

Citigroup Smith Barney

Vice President-Investments Senior Portfolio Manager Financial Consultant

Portsmouth, New Hampshire

April 1989 - August 2008

Education

  • Colgate University Hamilton, New York B.A. English

Personal & Community

  • Past Chairman, Board of Trustees Canterbury Shaker Village, Inc. Canterbury, New Hampshire
  • Past Chairman, Peirce Island Committee City of Portsmouth, New Hampshire
  • Past President, Board of Trustees, Wentworth-Gardner & Tobias Lear Houses Association Portsmouth, New Hampshire
  • Past President, Steering Committee Friends of the South End Neighborhood Association Portsmouth, New Hampshire
  • Trustee, Mount Washington Observatory North Conway and Sargent's Purchase, New Hampshire

Registered States:

AZ, CT, FL, MA, MD, ME, NC, NH, NY, PA, VA, VT, WI