Experience That inspires confidence
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Beverly Hills |
September 2004 - Present |
Wachovia Securities |
Vice President - Investments |
Long Beach |
June 1998 - September 2004 |
Prudential Securities |
Vice President - Investments |
Los Angeles/Long Beach |
June 1998 - June 2003 |
TransAmerican First |
Financial Consultant |
Santa Monica |
June 1996 - May 1998 |
National Football League |
Assistant Manager of Operations |
Los Angeles |
October 1989 - June 1996 |
Accomplishments
- Portfolio Strategist - Prudential Securities 2002
- Certified Portfolio Manager - Certified by Prudential Securities 2001
Education
- Santa Monica College, 1992
Licenses
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of California, Life and Health Insurance Licensed (#0C55836)
Registered States:
AZ, CA, FL, LA, NC, NY, OR, VA