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