Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President Investments |
Denver, CO. |
August 2006 - Present |
Piper Jaffray |
Vice President Investments |
Denver, CO. |
June 1998 - August 2006 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advsior ®
Education
- Major / Financial Management : Minor / Economics, University of North Dakota
Licenses
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life Insurance Licensed: CO, MD, MN, NV
- State of Colorado Long Term Care Insurance Licensed
- Series 7 General Securities Representative, Series 31, Managed Futures Representative
Personal & Community
- Colorado Business Connections
- Board Member - The Garage - Hugo Colorado
Registered States:
AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY