Experience
Makes all the difference
After graduating from high school I worked as an illustrator in public television until drafted into the U.S.Army in 1966. I served two tours in Vietnam leaving the service in 1972 as a Captain. I completed college while on active duty at night on the G.I. Bill. I am married and living in Virginia Beach with a grandson who loves fishing with granddad.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Norfolk, VA |
July 1975 - Present |
Merrill, Lynch |
Financial Advisor |
Norfolk, VA |
September 1973 - July 1975 |
Accomplishments
- Senior Portfolio Manager, Portfolio Management Program
Education
- B.S. Business Management, Hampton Institute
Licenses
- Series 1, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of Virginia, Life, Variable Life Insurance and Variable Annuity Licensed
Personal & Community
- Board of Directors Waterside Capital
- Past Chairman,Norfolk Chamber of Commerce
- Chairman, Old Dominion University Research Foundation
- Past Chairman, United Way Foundation
- Past Chairman, Urban League of Hampton Roads
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI