Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Palm Beach, FL |
May 2005 - Present |
UBS Financial Services Inc. |
Account Vice President |
Hartford, CT |
June 1998 - May 2005 |
Education
- Bachelor of Arts in Economics, Trinity College, 1998
- Completed college in three years graduating Salutatorian of my class.
Licenses
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life Insurance, Fixed and Variable Annuities Licensed: CT, CO, FL, MA, ME, NV, NY
- Health and Long-Term Care Insurance Licensed: CT, FL, MA, ME
- Series 7, General Securities Representative
Registered States:
AK, AR, CA, CO, CT, DC, FL, GA, HI, ID, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VI, WA