Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Baltimore, MD |
October 1984 - Present |
Lauxmont Farms |
Vice President |
Wrightsville, PA |
October 1982 - October 1984 |
Dixie Manufacturing Company, Inc. |
Vice President |
Baltimore, MD |
June 1976 - October 1982 |
PriceWaterhouse & Co. |
Staff Accountant |
Baltimore, MD |
June 1973 - May 1976 |
Accomplishments
- Certified Investment Management Analyst (CPWA), Investment Management Consultants Association in conjunction with The Wharton School at U Penn
- Certified Private Wealth Advisor (CIMA), awarded by IMCA in conjunction with The Booth School of Business at The University of Chicago
Education
- Calvert Hall College High School, Baltimore, Maryland 1969
- Master of Business Administration, Finance/Marketing, University of Baltimore, Baltimore, Maryland 1980
- Bachelor of Science, Accounting, Villanova University, Villanova, Pennsylvania 1973
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- State of Maryland, Life, Health and Variable Annuities Licensed
Personal & Community
- Board of Trustees, Golfers Charitable Association
- Hibernian Society of Baltimore
- Married to Eileen Flynn Toohey, residing in Lutherville, MD with our two children
Registered States:
CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI