Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President Wealth Management Branch Mangaer

Wichita, KS

December 1993 - Present

Accomplishments

  • Member of a UBS Financial Services Inc. President's Club team

Education

  • B.S. Finance, Arizona State University

Licenses

  • Series 65, Investment Advisor Representative
  • Series 63, Uniform Securities State Agent
  • Series 7, General Securities Representative
  • State of Kansas, Life Insurance Licensed
  • Series 9/10, General Securities Sales Supervisor

Personal & Community

  • Wichita Crime Commission - Board Member
  • Wichita Collegiate School - Board Member

Registered States:

AK, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MA, MI, MN, MO, NC, NE, NM, NY, OK, OR, PA, RI, SC, SD, TX, VA, WA