Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Bryan/College Station |
June 1997 - Present |
Education
- B.B.A. Finance, Texas A & M University, 2001
Licenses
- Series 3, National Commodities Futures
- Series 7, General Securities Representative
- Series 9 and Series 10, General Securities Supervisor
- Series 66, Unified Combined State Law
- State of Texas, Life and Health Insurance Licensed
Personal & Community
- Athletic Ambassador, 12th Man Foundation
- Development Advisory Board member, Baylor Scott & White Health
- Board of Trustees, Brazos Christian School
Registered States:
AL, AZ, CO, DE, FL, GA, IL, IN, KS, KY, MI, MO, MS, NC, NM, NY, OK, OR, TX