Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

Carmel, CA

December 1979 - Present

National Produce Company

Vice President Finance

Salinas, CA

January 1970 - December 1979

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • B.S. Economics & Transportation, State University New York Maritime College, 1961
  • M.B.A. Accounting and Finance, University of Pennsylvania's Wharton School of Finance and Commerce, 1965

Licenses

  • Life, Variable Life Insurance and Variable Annuities Licensed: AZ, MA
  • State of California, Life, Health, Long-Term Care Insurance, Fixed and Variable Annuities (#0A04661)
  • Series 3, 7, 63, 65

Personal & Community

  • Past President and Director, Corral de Tierra Rotary
  • Chairman, Monterey County Wine and Food Festival
  • Boy Scout Leader, Merit Badge Counselor
  • Institutional Advancement Board, Palma High School
  • Planned Giving Advisory Council, California State University Monterey Bay

Registered States:

AZ, CA, CO, FL, HI, IL, MD, MI, MN, NJ, NY, OR, TX, VA, WA, WI