Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President-Wealth Management |
Napa, CA |
November 2004 - Present |
UBS Financial Services Inc. |
Business Technology Advisor |
Santa Rosa, CA |
April 2000 - November 2004 |
Education
- Bachelor of Science, Management
Licenses
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
Personal & Community
- New Technology High Interact Club Advisor 2006-2010
- California Dressage Society, Member 2006-2013, Vice Chair Lake County Chapter 2006-2007
- Rotary Club of Napa 2006-2010, Board Member 2006-2007
Registered States:
AK, AR, AZ, CA, CO, FL, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OR, PA, SD, TX, VA, WA, WV