Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Naples, FL |
March 2008 - Present |
Merrill Lynch |
Naples, FL |
April 1995 - March 2008 |
Education
- B.S. in Agricultural Economic from The Ohio State University
- Chartered Retirement Plans Specialist from The College of Financial Planning
Licenses
- Series 7
- Series 31
- Series 63
- Series 65
- Life and Health Insurance as well as Annuity
Registered States:
AL, AR, AZ, CA, CT, DC, FL, ID, IN, MA, ME, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TX, WA, WI