Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Advisor |
- Present |
|
Merrill Lynch |
Vice President - Investments |
- |
|
KPMG LLC |
Senior Accountant |
- |
Accomplishments
- UBS Wealth Advisor Designation
- UBS Director's Council
Education
- B.S. Bus Administration, California Polytechnic State University - San Luis Obispo (Dual Major: Accounting and Finance)
- Certified Private Wealth Advisor - University of Chicago Booth School of Business
- Certified Financial Manager - The School of Advanced Financial Management
Licenses
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent
- Series 65 - Uniform Investment Advisor
- State of California - Life, Annuity and Health Insurance Licensed
- Certified Public Accountant (CPA) - California State Board of Accountancy (Inactive)
Personal & Community
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
Registered States:
AZ, CA, CO, FL, HI, MA, OK, OR, WA