Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Managing Director - Wealth Management

- Present

Accomplishments

  • UBS PaineWebber"s Chairman"s Club
  • Institutional Consultant, UBS Institutional Consulting
  • Member, Investment Management Consulting Association (IMCA)
  • 401k-contributing author for the IMCA newsletter
  • UBS PaineWebber Managed Account Services education designation Level 400 Masters

Education

  • B.A., Butler University

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent

Personal & Community

  • Founding President of the Holy Cross High School Fathers Basketball Club.
  • Ken is on the executive Committees of the Special Olympics of Philadelphia.
  • Host the annual Greater Philadelphia Special Olympics Basketball Tournament.
  • Appointed to the finance committee of the New Jersey/New York Governor"s Bowl High School Football all-star Game.
  • Ken has been host member and moderator for the Professional Accreditation Seminar Series, a state-approved seminar for continuing education credits.

Registered States:

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA