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