Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
October 2003 - Present |
||
Prudential Financial |
Financial Advisor |
Mesa, AZ |
December 1996 - October 2003 |
Nuveen Investments |
Training Director |
Chicago, IL |
May 1989 - March 1996 |
Accomplishments
- Nuveen Advisory Council member
- Top Gun - Number One Advisor from Prudential Securities 1997 Training Class B
Education
- B.A. Economics and Management, Accounting, Albion College, MI, 1989
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities Agent
- Series 65, Investment Advisor Representative
- Series 6, Variable Contracts Representative
- Life and Health Insurance Licensed: AZ, IL, CO
Personal & Community
- St Mary's Foodbank Volunteer
- Volunteer at J. O. Combs Elementary School
- Kal Cunningham Charity
Registered States:
AL, AZ, CA, CO, FL, GA, ID, IL, IN, MD, MI, MN, MO, MT, NC, NE, NM, OH, OK, OR, SD, TN, TX, UT, WA, WY