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