Advice Built on experience

Michael has almost 20 years of expereince helping clients with their financial planning and investment needs.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Westfield, NJ

- Present

AG Edwards and Sons, Inc.

Financial Consultant

Short Hills, NJ

-

Axiom Capital Management, Inc.

Senior Associate

New York, NY

-

PaineWebber

Financial Advisor

New York, NY

-

Education

  • B.S. Business Management, Fairleigh Dickinson University, 1997 cum laude

Licenses

  • State of New Jersey, Life and Health Insurance licensed
  • Series 3, 6, 7, 31, 63, 65

Personal & Community

  • Board of Advisors - Fairleigh Dickinson University - International School of Hospitality and Tourism Management
  • Member of the Gateway Chamber of Commerce, Union County NJ
  • Member of the National Society of Arts and Letters - New Jersey Chapter
  • Member of the Fanwood - Scotch Plains Rotary

Registered States:

CA, CO, CT, DE, FL, GA, MD, MI, MO, NC, NH, NJ, NY, PA, SC, VA