Advice Built on experience

Sherwyn began his career in financial services as an account executive at E.F. Hutton & Co. in 1987. As he developed his client base he focused on the needs of corporate executives. By 1999, Sherwyn was a Senior Vice President Investments and partner in one of the largest corporate services teams at Morgan Stanley Smith Barney. In 2003 Sherwyn was named a corporate client group director. His team was responsible for managing relationships with senior executives at major public companies. In 2009, Sherwyn and his group joined UBS where they continue to service corporate clients.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Sr. Vice President Investments, Corporate Stock Benefit Consultant, Financial Advisor

Farmington Hills, MI

January 2009 - Present

Smith Barney

Sr. Vice President Investments, Corporate Client Group Director

Farmington Hills, MI

January 1999 - March 2009

E.F. Hutton & Co.

Vice President Investments, Financial Advisor

Detroit, MI

July 1987 - January 1999

Accomplishments

  • 23 years in Financial Services
  • Member of National Association of Stock Plan Professionals
  • Member of The Knowledge at Wharton

Education

  • Graduate studies - Oxford University / New College
  • Bachelor of Science - University of Michigan

Licenses

  • Series 3, National Commodities Futures
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life and Health Insurance Licensed: FL, IL, MI
  • Series 7, General Securities Representative

Registered States:

CA, CO, FL, GA, IL, KS, MD, MI, NC, NY, OH, PA, SC, TX, VA