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:
AL, AZ, CA, CO, CT, FL, GA, IL, KS, LA, MD, MI, MN, MO, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA