Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Paramus, NJ |
June 2003 - Present |
Prudential Securities |
Vice President - Investments |
Paramus, NJ |
December 1989 - June 2003 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER
- UBS Wealth Management Advisor Education Program
Education
- B.S Biology, University of Tampa, 1977
Licenses
- Series 24, General Securities Principal
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, Long-Term Care, Variable Life Insurance and Variable Annuity Licensed: NJ, NY
- Series 7, General Securities Representative
Personal & Community
- Member of the Rockland Business Association
- Member of the Swedish American Chamber of Commerce
- Cub Scout Leader Old Tappan, NJ
- Served ten years on Old Tappan, NJ Board of Education in various leadership roles - President, Vice President , Committee Chairs
Registered States:
AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WA, WV