Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Honolulu, HI |
December 2008 - Present |
Morgan Stanley |
Associate Vice President - Investments |
Honolulu, HI |
January 1994 - December 2008 |
GEM of Hawaii, Inc. |
Vice President of Merchandising |
Honolulu, HI |
January 1984 - January 1994 |
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- Current Member-Investments & Wealth Institute (Formerly IMCA)
- Former Board Member-State of Hawaii Dept. of Commerce & Consumer Affairs-Board of Accountancy
- Former Board Member-State of Hawaii Dept. of Commerce & Consumer Affairs-Board of Electricians and Plumbers
Education
- Bachelor of Arts Degree in Economics, University of Southern California
Personal & Community
- Enjoys family, fitness & gardening
- Current Coach-Iolani Judo Team
- Former President-Iolani School Alumni Association
- Former President-Iolani School Ohana (PTA)
Registered States:
CA, HI, NY