Experience
Makes all the difference
I have resided in the desert for over 55 years and started my financial career in 1968. I currently manage over $225 million in assets at UBS and have been providing superior client service to desert residents specializing in retirement planning and tax-free bonds.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Indian Wells, CA |
February 2005 - Present |
Morgan Stanley |
Senior Vice President |
Palm Desert, CA |
February 1998 - February 2005 |
PaineWebber |
Vice President, Branch Mamager |
Palm Desert, CA |
April 1976 - February 1998 |
Watson & Co. |
Palm Desert |
November 1968 - April 1976 |
Education
- Graduated Palm Springs, CA High School
- Graduated Univeristy of Calif. Berkeley, Bachelor of Science in Civil Engineering
Personal & Community
- Councilman - City of Rancho Mirage, California
- Coachella Valley Association of Governments, Chariman
- League of California Cities, President
- Past Pres. Board of Directors - Cove Communities Joslyn Center
- Past Pres. Board of Directors - Family YMCA of the Desert
Registered States:
AZ, CA, CO, FL, IA, ID, IL, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, WA