Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President- Wealth Management |
Newtown, PA |
December 1993 - Present |
Smith Barney |
Second Vice President |
Lawrenceville, NJ |
February 1989 - December 1993 |
Dean Witter Reynolds |
Account Executive |
Princeton, NJ |
July 1985 - February 1989 |
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- Senior Portfolio Manager, Portfolio Management Program, UBS Financial Services Inc.
- Wealth Advisor, UBS Financial Services Inc.
Education
- B.S., Bloomsburg University, Bloomsburg, PA
- M.B.A., Philadelphia University, Philadelphia , PA
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
Personal & Community
- Catholic Health Care Services, Board Member,
- Newtown Community Foundation, President
- Newtown Rotary Club, Past President
- Bucks County Free Library, Board Member
- Investment Committee, Archdiocese of Philadelphia
Registered States:
AR, AZ, CA, CO, DE, FL, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TN, TX, VA