Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Investments

New Albany, Ohio

October 2008 - Present

Morgan Stanley

Senior Vice President, Wealth Advisor

Columbus, Ohio

October 1995 - October 2008

Accomplishments

  • Top Wealth Advisors in Greater Columbus Ohio - Ranked #6 in the top 20 and youngest on the list - Winners Circle
  • Forty under 40 - Columbus Ohio 2008

Education

  • B.A. Economics, B.A. International Relations, The Ohio State University
  • University of Pennsylvania - The Wharton School - Senior Consultant

Personal & Community

  • Make-A-Wish Foundation - Board Member

Registered States:

AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI