Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Houston |
July 2001 - Present |
Morgan Stanley Dean Witter |
Senior Vice President - Investments |
Houston |
October 1983 - July 2001 |
Cullen Center Bank and Trust |
Loan Review |
Houston |
May 1981 - October 1983 |
Accomplishments
- Director's Council, UBS Financial Services Inc.
Education
- B.B.A Finance, University of Texas at Austin, 1981
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Health, Life, Long-Term Care Insurance and Annuities Licensed: AZ, CA, CO, LA, OK, TX
Personal & Community
- Member, Houston Country Club, Chapelwood United Methodist Church, and Bayou City Breakfast Club
- Member of the Advisory Board of The Rise School of Houston
- Past President, Houston Longhorn Club
- Married to my wife Allison and reside in Tanglewood with our twin son and daughter
Registered States:
AR, AZ, CA, CO, FL, GA, IA, ID, IL, KY, MD, MI, MN, NC, NE, NM, NV, NY, OH, OK, OR, SC, TN, TX, VA, WA