Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Ponte Vedra Beach, FL |
January 2011 - Present |
Smith Barney |
Account Vice President |
Ponte Vedra Beach |
November 2005 - January 2011 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- Bachelor of Science, College of Business Administation, University of Florida
Licenses
- Series 7, General Securities Representative
- Series 63, 65 Uniform State Exam and Investment Advisor Exam
- State of AL, AZ, CA, CO, CT, FL, GA, HI, KY, MA, ME, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VI, WV Life and Health Insurance Licensed
Personal & Community
- St Augustine Yacht Club - Fleet Captain
- SAYC Sailing Team Coach
- Leukemia & Lymphoma Society - Executive Committee Member
- St John's County Education Foundation - Past President
Registered States:
AZ, CA, CO, FL, GA, IA, IL, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, TN, TX, VA, VI, VT