Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President – Wealth Management

Chicago, IL

- Present

Education

  • B.S, Finance, University of Colorado, Boulder, 1988

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • State of Ilinois, Health, Life, Long-Term Care, Variable Life Insurance and Variable Annuity Licensed

Registered States:

AZ, CA, CO, FL, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NV, NY, OR, TX, WA, WI