Education:

B.A., Dowling College, Humanities

 Experience:

Over 30 years of experience in the financial services industry; Joined UBS in 1988

Previous Work Experience:

Smith Barney, Vice President, E.F. Hutton Investment Executive, South Caicos Reef Diving Lodge, Limited Partner, Realty World, Realtor, Warehouse Entertainment Complex Manager

 Past & Present Community Involvement:

Chair, City of South Miami Pension Board, Banyans Townhomes Board President, City of Hope South Florida Business Women's Award for Philanthropy, Guest Panelist Miami Herald Making Money Symposium, Animal Welfare Humanitarian Award, Trustee Member Miami-Dade County Beacon Council, Children's Resources Board Member, International Women's Show Board Member Sponsor and Organizer for Woman of Influence Award. Board Member Women's Chamber of Commerce, Greater Miami Chamber of Commerce, Association for Retarded Citizens

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MT, NC, NJ, NM, NY, OH, OR, PA, PR, SC, TX, UT, VA, VT, WA

Education:

M.B.A., University of Miami, Finance and International Business Concentration; B.B.A., University of Miami, Finance; Certified Financial Planner™ certificate, UBS Wealth Advisor Certificate

Experience:

Over 20 years of experience in the financial industry; Joined UBS in 2002; Recognized as a 2019 Forbes Best-In-State Wealth Advisor

Previous Work Experience:

University of Miami Adjunct Professor, Consultant, Barclays Bank Private Banker, Barclays Bank Credit Analyst, Merrill Lynch Investment Associate

Past Community Involvement:

University of Miami Citizens Board, Belen Jesuit Preparatory Advisory Council, Bristol Tower Board President, City of Hope Latin Entertainment Industry Executive Committee, Financial Planning Association of South Florida, Miami Chamber of Commerce, UBS Miami Coordinator for Juvenile Diabetes Research Foundation, Miami Herald Contributor

Personal:

Enjoys spending time with his wife and son; as well as being the dugout coach for his son's baseball team, travelling and golf

Languages:

English and Spanish

Registered States:
AR, AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, MT, NC, NJ, NM, NY, OH, OR, PA, PR, SC, TX, UT, VA, VT, WA

Registered States:
FL, NY