Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Chicago, IL

May 2007 - Present

Driehaus Capital Management

Assistant Portfolio Manager

Chicago, IL

January 1999 - January 2006

Education

  • M.B.A. Finance, Depaul University, 2005
  • B.S. Finance, University of Wisconsin, 1998

Licenses

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative
  • State of Illinois, Life, Health and Long-term Care Insurance Licensed

Registered States:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY