Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President - Portfolio Manager |
Barrington |
January 2012 - Present |
Morgan Stanley Smith Barney |
Second Vice President - Financial Advisor |
Barrington |
June 2005 - January 2012 |
Securitas |
Senior Consultant |
March 1993 - June 2004 |
Accomplishments
- Blue Chip Council Member 2007, 2008 and 2010
Education
- B.S. - Finance & Marketing, 1992, Winona State University
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health and Variable Annuity Insurance Licensed
Personal & Community
- Willow Creek Community Church Participating Member / Volunteer
- Big Brothers & Big Sisters of McHenry County Former Board Member and Big Brother for 7 Years
- Ducks Unlimited - Barrington Chapter Chairman
- Northbrook Sports Club Member Since 1999
- National Sporting Clays Association - Life Member
Registered States:
AL, AZ, CO, CT, FL, GA, HI, IL, IN, KS, KY, MD, MI, SD, TN, TX, WI