Knowledge, experience, leadership And the confidence to pursue your goals
Wealth management is more than just the wide range of financial services and solutions you can access at UBS— it is how those services and solutions are developed and delivered to help you pursue your goals. That’s why I offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, I employ the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Pepper Pike, OH |
February 2007 - Present |
McDonald Investments |
Financial Advisor |
Pepper Pike, OH |
June 2003 - February 2007 |
Metropolitan Bank &Trust |
Executive Vice President |
Cleveland, OH |
July 2000 - May 2003 |
National City Bank |
Senior Vice President |
Cleveland OH |
May 1980 - June 2000 |
Accomplishments
- Certified Cash Manager (CCM), 1996
Education
- M.B.A., Case Western Reserve University, 1984
- B.B.A., University of Michigan, 1980
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Life, Health Insurance and Variable Annuities Licenses in FL, MI, NY, OH, and IL
Registered States:
AZ, CO, CT, FL, IL, IN, MA, MD, MN, NC, NY, OH, PA, TX, WI