Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Virginia Beach |
November 2011 - Present |
UBS Financial Services Inc |
Branch Manager |
Virginia Beach |
January 2008 - November 2011 |
UBS Financial Services Inc |
Regional Sales Manager |
Nashville TN |
April 2006 - December 2007 |
UBS Financial Services Inc |
Assistant Branch Manager |
Atlanta GA |
June 2002 - April 2006 |
UBS Financial Services Inc |
Administrative Manager/Compliance Officer |
Bethesda MD |
August 1999 - June 2002 |
UBS Financial Services Inc |
Financial Advisor |
Washington DC |
December 1987 - August 1999 |
EF Hutton |
Product Coordinator/CSA |
Washington DC |
August 1982 - December 1987 |
Accomplishments
- UBS - Accelerated Leadership Program 2005
- UBS - Leaders Leading Change 2002, 2007
Education
- Certified Investment Management Analyst - IMCA - through Wharton 2004
- University of Mary Washington - Bachelor of Arts - Political Science and Economics
Licenses
- Series 3, National Commodities Futures
- Series 9,10 - Supervisory
- Life and Health Insurance - Virginia
Personal & Community
- YWCA - South Hampton Roads - Board Member - 2011-present
- Central Business District Association - Board Member 2009-2010
- Junior League of Norfolk-Virginia Beach - 2008 - present
Registered States:
CA, CO, CT, DC, DE, FL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, TX, UT, VA, VT, WA