Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Managing Director - Wealth Management

1285 Avenue of the Americas

September 2008 - Present

Lehman Brothers

Senior Vice President

399 Park Avenue

August 2000 - September 2008

Family Office

Investments

Broadway

September 1989 - June 2000

Accomplishments

  • Pinnacle Council

Education

  • University of Maryland BA

Personal & Community

  • Founder and Chair of the New York City Heroes Heart and Hope Gala to benefit the Challenged Athletes Foundation
  • Challenged Athletes Foundation Board Member
  • Recipient of the Jim McLaren Award from the Challenged Athletes Foundation
  • Accomplished Triathlete and 2 time finisher of the Hawaii World Championship Ironman

Registered States:

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY