Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments, Wealth Advisor

Williamsville, NY

February 2007 - Present

McDonald Investments/KeyCorp

Financial Advisor

Williamsville, NY

February 1997 - February 2007

Tucker Anthony

Financial Advisor

Syracuse, NY

February 1996 - February 1997

Merrill Lynch

Financial Consultant

Syracuse, NY

January 1990 - February 1996

Education

  • M.B.A., Canisius College, 2004
  • B.A. English, University of Buffalo, 1989
  • Attended Kent State University, 1985 -1986

Personal & Community

  • Co-founder, Buffalo Wings Roller Hockey Organization
  • Director, American Laser Drives Corporation

Registered States:

AK, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA