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