Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President Wealth Management |
Dallas (Uptown), Texas |
- Present |
Accomplishments
- Certified Financial Planner designation, 1980-Present
- UBS President's Council, 1983-87, 90-93, 98-Present
- PaineWebber Direct Investment Advisory Board, 1983-87; 1990-93
- UBS PMP Advisory Committee, 2008-Present
- Recognized by D Magazine as a top wealth manager in Dallas, 2010
Education
- M.S., TV-Radio, Syracuse University, 1971
- College for Financial Planning, Denver, CO, 1980
- B.A., Speech Drama, Beloit College, 1969
- French Seminar, University of Rennes, France, 1968
Licenses
- Series 1, General Securities Representative
- Series 3, National Commodity Futures
- Series 5, Interest Rate Options
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Personal & Community
- President's Council, Dallas Theological Seminary, 2002-2009
- Advisory Board Free Market Foundation 1994-Present
- Fellowship of Christian Athletes: Board of Directors, 1984-08
- Finance & Investment Committee Chairman, 1986-07
- Baylor University Parents League North Dallas First Call Couple 2006-2009
Registered States:
AL, AZ, CA, CO, FL, GA, IL, KS, KY, LA, MI, MN, MO, MT, NC, NJ, NM, NY, OK, TX, VA, WA