Knowledge Powered by experience
Bachelor's Degree from UCLA. Master's degree from UCSB. Certified Financial Planner®. Chartered Financial Analyst®.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Reno |
March 2009 - Present |
Morgan Stanley |
Financial Advisor |
Reno |
September 2003 - March 2009 |
Accomplishments
- Senior Vice President - Wealth Management
- Senior Portfolio Manager
Education
- Bachelors from UCLA
- Masters from UCSB
- CFA®
- CFP®
Personal & Community
- I am active in the Catholic community and its charitable organizations.
- I am a golfer.
Registered States:
AZ, CA, CO, GA, ID, IN, KS, MD, MO, MS, MT, NC, NJ, NV, OR, PA, TN, TX, UT, VA, WA, WI, WV