Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
One Post Office Square, Boston, MA 02109 |
- Present |
Education
- B.A., College of the Holy Cross
Licenses
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Life Insurance and Annuities Licensed: MA, NH
Personal & Community
- Reside in Newton, MA
- Married for 33 years with two daughters
- Member, Board of Visitors, Brimmer and May School, Chestnut Hill, MA
- Member, President's Council, College of the Holy Cross
Registered States:
CA, CT, DC, FL, GA, HI, MA, ME, MS, NH, NJ, NY, PA, RI, SC, TX