Experience That inspires confidence
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Sr. Vice President - Wealth Management |
White Plains, NY |
November 1992 - Present |
David Lerner Associates |
Vice President |
Tarrytown, NY |
January 1986 - November 1992 |
Tandy Corporation |
Manager |
New Rochelle, NY |
August 1978 - December 1985 |
Education
- Pace University, financial planning and investment courses
- B.A., Mercy College, 1978
Licenses
- Series 63, Uniform Securities State Agent
- Life Insurance and Annuity Licensed: AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, UT, VA, VT, WA
- Series 7, General Securities Representative
Personal & Community
- Married with two sons, a stepdaughter and grandson and two granddaughters
- Reside in Pleasantville, NY
- Enjoy many sports such as softball, hiking, cycling, golf, basketball, and archery
- Coach youth sports: baseball and basketball
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WY