Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments, Private Wealth Advisor |
Chicago, Illinois |
January 2005 - Present |
Oppenheimer & Co. |
Executive Director |
Chicago, Illinois |
November 1984 - January 2005 |
Education
- CFP final stage, DePaul University, Chicago, Illinois, 2003 - Present
- B.S. Finance, Indiana University, Indianapolis, Indiana, 1979
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Law
- Series 65, Investment Advisor Representative
- State of Illinois, Life, Health, Long-Term Care, Variable Life Insurance and Variable Annuities Licensed
Personal & Community
- Volunteer, the Chicago Children"s Museum
- Hobbies include: Pilot and sport fishing
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV