Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Buffalo, NY |
April 1997 - Present |
Prudential Securities |
Portfolio Manager |
Buffalo, NY |
December 1987 - April 1997 |
EF Hutton & Company |
Vice President |
Buffalo, NY |
February 1984 - December 1987 |
Accomplishments
- Portfolio Management Designation, 1995
- Certified Investment Management Analyst Candidate
Education
- B.S. Management and Economics, Niagara University
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Law
- Series 65, Investment Advisor Representative
Personal & Community
- Member, Niagara Falls Country Club
- Member, The Buffalo Club
- Member, St. Andrews Society of the State of New York
Registered States:
AL, AZ, CA, CO, DE, FL, GA, ID, IL, LA, MA, MD, MI, MT, NC, NH, NY, OH, PA, RI, SC, TN, TX, VA, WA