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, HI, IL, LA, MD, MI, MN, NJ, NV, NY, OR, TX, VA, WA