Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Account Vice President

New London, CT

September 1983 - Present

Accomplishments

  • Connecticut Community Credit Union Board Chairperson 1994 - 2002
  • Connecticut Community Credit Union Board Member since 1986
  • Financial Planning Association of Rhode Island Board President 1997 - Member since 1987
  • United Way Finance Committee of Southeastern Connecticut since 1992
  • Connecticut Community Credit Union Volunteerism Award 1997

Education

  • University of New Haven - Bachelor of Science Degree - Cum Laude
  • Endicott College - Associate of Science Degree
  • College For Financial Planning Certification
  • Hartford Graduate Center

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life, Health Insurance, and Variable Annuity Licensed: CT, FL, MA, NH, RI, TX

Personal & Community

  • Resident of Mystic, Connecticut for over 35 years
  • Volunteer on the Connecticut Community Credit Union Board
  • Volunteer on the United Way of Southeastern Connecticut Finance Committee
  • Member of the Southeastern Connecticut Women's Newwork Association
  • Member of the Estate and Tax Planning Council of Southeastern Connecticut

Registered States:

AK, AZ, CO, CT, FL, GA, MA, ME, MI, NC, NH, NJ, OH, PA, RI, SC, TX, VA, WV