Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
San Diego, CA |
May 1984 - Present |
Accomplishments
- Senior Portfolio Manager with UBS Portfolio Management Program (PMP)
- Certified Financial Planner (CFP®)
Education
- B.A. Finance and Accounting from the University of St. Thomas - St. Paul, Minnesota
Licenses
- Series: 3, 5, 7, 63
- Variable Life, Variable Annuity, Life and Health Insurance, CA license# 0A 22710
Registered States:
AR, AZ, CA, CT, FL, GA, HI, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OR, PA, SD, TX, WA