Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Shadyside, PA. |
October 2003 - Present |
Smith Barney |
Senior Vice President - Investments |
Pittsburgh, PA |
August 1998 - October 2003 |
A. G. Edwards |
Vice President - Investments |
Pittsburgh, PA |
January 1994 - August 1998 |
PicturePages, Inc. |
Vice President - Marketing |
Pittsburgh, PA |
June 1984 - January 1994 |
Accomplishments
- UBS President's Council Member, 2010
- UBS Chairman's Club Member, 2011, 2012, 2013, 2014, 2015, 2016
- Barron's Top 1,200 Financial Advisors, 2014- 2017; Barron's Top 1,000 Finanacial Advisors 2012, 2013
Education
- B.S. Business Administration, West Virginia University, 1984
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Life Insurance and Annuity Licensed: FL, NC, OH, OK, PA, TN, VA and WV
Personal & Community
- Board Member, Shadyside Chamber of Commerce
- Vice President and Chairman - Building Committee, Beth Hamedrash Hagodol Beth Jacob Synagogue
- Board of Trustees, Beth El Congregation of the South Hills
- Board of Directors, Jewish Family Assistance Fund
- Member of 2004 Pirate Fantasy Camp Championship Team
- Board Member, Familylinks
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, VI, WY