Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
Madison, WI |
May 2003 - Present |
Citigroup |
Vice President - Investments |
Madison, WI |
July 1994 - May 2003 |
Merrill Lynch |
Financial Consultant |
Knoxville, TN |
October 1992 - July 1994 |
Accomplishments
- Certified Financial Planner(TM),(CFP®) certification
- Certified Investment Management Analyst® (CIMA®) certification
- Certified Private Wealth Advisor® (CPWA®) certification
- Chartered Retirement Plan Specialist(SM) and CRPS® designation
Education
- Wisconsin School of Business, Executive MBA
- The University of Chicago Booth School of Business, CIMA® Education Program
- University of Wisconsin-Madison, Bachelor of Arts
Licenses
- Series 65, Investment Advisor Representative
- Series 7, General Securities Representative
- Life and Health Insurance
- Series 63, Uniform Securities State Agent
Registered States:
AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MD, MI, MN, NC, NY, OH, PA, TN, VA, WI