Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Wealth Advisor |
Walnut Creek, CA |
January 2001 - Present |
Bear Stearns and Company, Inc. |
Research and Operations |
San Francisco, CA |
January 1997 - January 2001 |
Education
- B.S. Business Administration, Saint Mary's College of California, 1998
Licenses
- Series 7, General Securities Representative
- Series 31, Managed Futures Representative
- Series 66, Investment Advisor Representative
- State of California, Life and Health Insurance Licensed (#0D42613)
- Long Term Care Insurance
Personal & Community
- Member, Saint Mary's College of California Alumni Association
- Founder and Chairman for the Diablo Valley Young Executives
- Member, Chrohn's and Colitis Foundation of America
- Former Member, Board of Directors for Boys and Girls Clubs of Silicon Valley
- I enjoy spending time with my wife, Dana, and our two boys Derek & Calvin.
Registered States:
CA, CO, CT, DE, FL, HI, IL, MA, MD, MN, NV, OH, OR, TX, UT, WA