Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Edison, NJ |
February 1981 - Present |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- B.S. Accounting, College of New Jersey (formerly Trenton State College), 1978
- M.B.A. Finance, Fairliegh Dickinson Univ., 1983
Licenses
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Insurance; Life, Annuities Fixed and Variable
Registered States:
AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA