Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Boston, MA |
September 2001 - Present |
Salomon Smith Barney |
Boston, MA |
May 1997 - September 2001 |
|
McDonald's Corporation |
Ashland, MA |
May 1992 - May 2000 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- Lafayette College
- Saint Mark's School
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OK, PA, RI, TN, TX, VA, VT, WA