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:

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KY, MA, MD, ME, MI, MO, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV