Experience
Makes all the difference
In my 14 years of Financial Services experience, I am proud of my accomplishments and the strong relationships I have developed with my clients. I work at UBS because of the availability and cooperation amongst specialists, support staff and management. Clients choose to work with my team because we make them feel comfortable and confident in their investment decisions and that is why I am happy to brand my business at UBS Financial Services Inc. My personal interests include going to the Metropolitan Opera, New York Knicks and playing croquet in Central Park. I enjoy spending time between Long Island and Manhattan.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Rockefeller Center |
February 2009 - Present |
UBS Financial Services Inc. |
Investment Associate |
Rockefeller Center |
May 2007 - February 2009 |
UBS Financial Services Inc. |
Branch Control Officer |
Rockefeller Center |
April 2004 - May 2007 |
UBS Financial Services Inc. |
Assistant Operations Manager |
Rockefeller Center |
January 2003 - April 2004 |
UBS Financial Services Inc. |
Registered Client Service Associate |
Rockefeller Center |
June 2000 - January 2003 |
Morgan Stanley Dean Witter |
Client Service Associate |
2 Penn Plaza, NY NY |
August 1997 - June 2000 |
Hamptons Tobacco and News |
Shift Manager |
Bridgehampton |
August 1995 - August 1997 |
Education
- B.S., Emerson College
Licenses
- Series 9 & 10, General Securities Sales Supervisor
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- State of New York, Life and Health Insurance Licensed
Personal & Community
- Dwight School Alumni Board President
- Stanley M. Isaacs Neighborhood Center Board Member
- Young Associate of Metropolitan Opera
- Member NY Croquet Club
Registered States:
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, MS, NH, NJ, NV, NY, OR, PA, SC, UT, VT, WA, WI