Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - – Wealth Management

Sylvania, OH

February 2007 - Present

McDonald Investments

First Vice President - Investments

Toledo, OH

January 2002 - February 2007

Education

  • B.S. Business Administration, Bowling Green State University, 1982

Licenses

  • Series 7, 8, 24, 63, 65
  • Life, Health Insurance, Long Term Care & Annuity Licensed: OH, FL
  • Life & Annuity Licensed: MI