Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Troy, MI |
February 2009 - Present |
Morgan Stanley |
Financial Advisor |
Rochester, MI |
December 2005 - February 2009 |
Education
- Bachelor Degree in Finance with an emphasis in Personal Financial Planning
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Series 31, Managed Futures Representative
- Life Insurance and Variable Annuity Licensed: AZ, FL, GA, IL, KS
Personal & Community
- Involved in the Michigan Breast Cancer 3 Day
Registered States:
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI