Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Wealth Advisor

Miami, FL

May 2006 - Present

Morgan Stanley

Financial Advisor

Miami, FL

-

Merrill Lynch

Financial Consultant

Miami, FL

-

Prudential Securities

Financial Advisor

Miami, FL

-

Accomplishments

  • Miami-Dade College Hall of Fame, 2010

Education

  • Certified Investment Management Analyst, Wharton School, University of Pennsylvania, 2000
  • Certificate in Personal Financial Planning, University of Miami, 1997
  • B.A. Economics, University of Miami, 1989

Personal & Community

  • Kiwanis Club of Little Havana
  • Kiwanis Club of Little Havana Foundation
  • Key Biscayne Chamber of Commerce

Registered States:

CA, DC, FL, GA, HI, MD, NV, NY, TN, TX, UT, VI