Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President Wealth Management |
New Orleans, LA |
- Present |
Accomplishments
- Past President and Member of the New Orleans Association of Employee Benefit Planners
- Member of the New Orleans Estate Planning Council
- Member of the American Society of Pension Professionals and Actuaries
Education
- Chartered Life Underwriter - American College of CLU & ChFC
- Certified Financial Planner - CFP Board
- B.S. Mathematics, Randolph-Macon College
Licenses
- Life & Health Licenses ( - Louisiana, Arizona, California (#OA91582), Florida, Maryland, Maine, Mississippi, New York, Ohio, South Carolina, Texas
- For all states above, this includes: Life, Health, Disability, Long Term Care, Variable Life and Variable Annuities
Personal & Community
- Past President - Temple Sinai New Orleans
- Past Chairman - Jewish Welfare Fund of New Orleans
- Board Member - Louisiana Endowment for the Humanities
- Board Member - Fore!Kids Foundation
Registered States:
AL, AR, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, MO, MS, NC, NJ, NY, OH, PA, RI, TX, VA