Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Account Vice President

Baltimore, MD

July 2002 - Present

Deutsche Bank Alex. Brown

Vice President

Baltimore, MD

February 1992 - July 2002

Accomplishments

  • CERTIFIED FINANCIAL PLANNER¿ (CFP®)

Education

  • B.S. Economics, University of Delaware, 1991

Licenses

  • Series 4, 7, 9,10, 24, 63, 65
  • State of Maryland, Life and Health Insurance Licensed

Registered States:

CA, CO, DC, DE, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, SC, TN, TX, VA, VT, WA, WV, WY