Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Houston |
July 2001 - Present |
Morgan Stanley Dean Witter |
First Vice President - Investments |
Houston |
July 1990 - July 2001 |
Accomplishments
- Pacesetter Club Level Award, UBS Financial Services Inc.
- Directors Club, Morgan Stanley Dean Witter
- CERTIFIED FINANCIAL PLANNER™ (CFP®), Rice University
Education
- B.B.A Marketing, University of Texas at Austin, 1989
- Graduate of The Kinkaid School, 1985
Licenses
- Series 63, Uniform Securities State Agent
- Health, Life, Long-Term Care Insurance and Annuity Sales Licensed: AZ, CA (#0D52676), CO, LA, OK, TX
- Series 7, General Securities Representative
Personal & Community
- St. John the Divine Episcopal Church, Member since 1969
- The Junior League of Houston Inc., Member since 1991
- Resides in Briargrove with sons, Dennis and Stewart
- Financial Planning Association, Member
Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KY, MD, MI, MN, NC, NE, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, WA