Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
- Present |
Accomplishments
- Former executive for technology company with start-up operating experience
- Account Management and Client Service professional since 1992
Education
- B.S. Psychology, James Madison University, 1992
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- State of Massachusetts Life and Health Insurance Licensed
Registered States:
CA, CT, DC, FL, IL, MA, MD, MI, NC, NH, NJ, NY, PA, SC, TX, VA, WA