Experience
Makes all the difference
Current Board Member - Fine Arts Fund of Cincinnati Committee Member - Allocations Committee, Fine Arts Fund Former Board Member, Jewish Federation of Cincinnati Former Board Member, Jewish Community Center of Cincinnati Former Board Member, Jewish Community Relations Council
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Cincinnati, Ohio |
April 1985 - Present |
Robert H. Leshner & Co. |
Financial Consultant |
Cincinnati, Ohio |
April 1984 - April 1985 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- UBS Wealth Advisor Designation
Education
- B.S. Finance, University of Arizona, 1983
Licenses
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Life and Health Insurance Licensed: FL, GA, KY, NY, OH, TX
Personal & Community
- Leadership Cincinnati Graduate
- Fine Arts Fund Associate member allocation committee chair
- Past board member, Jewish Federation of Cincinnati
- Past board member, Jewish Community Center of Cincinnati
- Founding board member, International Adoption Center of Cincinnati
Registered States:
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, VA, VT, WA, WI