Experience Makes all the difference

Partner and Sr. Portfolio Manager with The Vantage Point Financial Group at UBS in Chattanooga, TN. Visit our team site at www.ubs.com/team/vantagepoint

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Investments, Senior Portfolio Manager

- Present

Citigroup Global Markets Inc.

First Vice President, Senior Investment Management Specialist

-

Education

  • B.S. Business, University of Tennessee at Chattanooga 1993

Licenses

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative
  • Life, Health, Long-Term Care Insurance and Variable Annuities: AL, GA, FL, TN

Registered States:

AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV