Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Greenwich CT |
June 1999 - Present |
Accomplishments
- Wealth Advisor
Education
- B.S. Business, Economics and Management, State University of New York, Empire State
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of New York, Life Insurance and Variable Annunity Licensed
Personal & Community
- I am an active supporter of numerous charitable oranizations, including The Seamen's Church Institute of New York and New Jersey
- The International Yacht Restoration School and Museum of Yachting
Registered States:
AZ, CA, CO, CT, DC, FL, GA, IA, IL, MA, MD, ME, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, RI, SC, TX, UT, VA, VT, WA, WI