Knowledge Powered by experience

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Buffalo, NY

December 2012 - Present

Merrill Lynch

Financial Advisor

Buffalo, NY

December 2009 - December 2012

M&T Bank

Senior Credit Analyst

Buffalo, NY

January 2006 - December 2009

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Registered States:

CA, CT, FL, MD, MO, NC, NJ, NY, PA, SC, TX