Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Houston, Texas |
January 1992 - Present |
Accomplishments
- Certified Investment Management Analyst (CIMA)
Education
- M.B.A., Southern Methodist University, Dallas, TX
- B.B.A., Baylor University, Waco, TX
Licenses
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 8, General Securities Sales Supervisor
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Personal & Community
- Member of Memorial Drive Presbyterian Church
- Member of Royal Oaks Country Club
- Member of University Club, Houston, TX
Registered States:
CA, CO, DC, GA, IA, IL, IN, LA, MA, MD, MN, NC, NJ, NM, NY, OH, OK, OR, TX, UT, WA