Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Sacramento, CA |
January 2009 - Present |
Morgan Stanley |
Senior Vice President - Investments |
Sacramento, CA |
September 2000 - January 2009 |
Smith Barney |
Senior Vice President - Investments, Financial Advisor |
Sacramento, CA |
July 1991 - September 2000 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Advisor in Philanthropy (CAP®)
- Wealth Advisor, UBS Financial Services Inc.
Education
- The Wharton School, University of Pennsylvania - IMCA Certified Investment Management Analyst Program
- California State University - Sacramento
Licenses
- State of California, Life and Health Insurance Licensed (#0C07555)
Personal & Community
- Planned Giving Forum of Greater Sacramento - President
- California Musical Theatre Foundation - Director
- Member and past Board Member of the Sacramento Estate Planning Council
- Member of the Northern California Financial Planning Association
- Member of the Investment Management Consultants Association
Registered States:
CA, GA, ID, MA, MI, NC, NY, WA