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