Experience That inspires confidence
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Managing Director |
Palo Alto, CA |
June 2002 - Present |
Morgan Stanley & Co. |
Vice President |
San Francisco, CA |
July 1992 - June 2002 |
IBM Corporation |
Marketing Representative |
Central Valley, CA |
July 1987 - June 1990 |
Accomplishments
- Named to Best-In-State Wealth Advisors List Northern California 2020 -- Forbes Magazine
- Named to Best-In-State Wealth Advisors List Northern California 2019 -- Forbes Magazine
- Chairman's Council Member, UBS Financial Services -- Top 3% of UBS Financial Advisors -- 2017, 2016, 2015
- President's Council Member, UBS Financial Services -- Top 8% of UBS Financial Advisors -- Every year of last 15 years
- Private Wealth Advisor, Accredited 2006
Education
- M.B.A., Finance, Director's List Honors, Wharton School of Business, University of Pennsylvania, 1990 - 1992
- B.Sc., Electrical Engineering with Honors, Elected to Tau Beta Pi Honor Society, University of California, Davis, 1982 - 1987
Licenses
- State of California Life, Health, Variable Life and Annuities Insurance Licensed: (#0E29551)
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
Registered States:
AZ, CA, CO, GA, MA, MI, PA, TX, WA