Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Chicago, IL |
February 1993 - Present |
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- Certified Private Wealth Advisor (CPWA®)
- Cetified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Retirement Planning Counselor (CRPC®)
Education
- Bachelor of Science, Purdue University, 1990
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of Illinois, Life, Health and Long-Term Care Insurance Licensed
- Series 3, National Commodity Futures
Registered States:
AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, SC, TN, TX, VA, WA, WI