Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President-Investments-Wealth Management |
Plano |
- Present |
UBS Financial Services Inc. |
Vice President-Investments-Wealth Management |
Houston |
- |
First Union Securities |
Vice President-Investments |
Dallas |
- |
Dean Witter |
Account Executive |
Dallas |
- |
Botta Trading |
Equity Market Maker |
Chicago |
- |
Accomplishments
- Veteran of Operations Desert Shield and Desert Storm, United States Naval Reserve
Education
- B.S. International Trade and Finance, Louisiana State University
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of Texas, Health, Life, Long-Term Care Insurance and Annuity Licensed
Personal & Community
- AIESEC Life - Board of Directors
- EJ Ourso College of Business Dean's Advisory Council
- Past President, DFW/LSU Alumni Association
- Serves on the LSU Foundation Planned Giving Advisory Council
Registered States:
AL, CA, FL, GA, IA, IL, LA, MD, MI, NC, NM, NY, OK, TN, TX