Experience
Makes all the difference
My goal as a Vice President of Investments and Chartered Retirement Plan Specialist is to assist plan sponsors in meeting the criteria established under ERISA through our world-class retirement plan capabilities. As one of a select group of financial advisors qualified to participate in the firm's DC Advisory Program, I can assist with the three primary needs of defined contribution clients: Provider Search; Investment Consulting; and Employee Education Consulting. Furthermore, the DC Advisory Program permits me to offer full fee transparency.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments |
Troy |
August 2000 - Present |
Morgan Stanley |
Assistant Vice President |
Rochester |
- |
Education
- Investment Consultant Certificate - The Investment Management Consultants Association
- Chartered Retirement Plan Specialist - College of Financial Planning
Registered States:
CA, CO, CT, MD, MI, OH