Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

San Francisco

October 2002 - Present

Accomplishments

  • Wealth Management Education Program, UBS Financial Services Inc.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • BA, Hamilton College, 1989

Licenses

  • State of California, Life, Health, Variable Life Insurance and Annuity Licensed (#0D96234)
  • State of New York, Life, Variable Life Insurance and Annuity Licensed

Registered States:

AL, AZ, CA, CO, FL, HI, IL, LA, MA, MN, NJ, NV, NY, OH, OR, PA, TX, UT, VT, WA