Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
Tampa, FL |
January 1995 - Present |
Smith Barney |
Senior Vice President - Investments |
Tampa, FL |
July 1986 - January 1995 |
Accomplishments
- Portfolio Management Program, Senior Portfolio Manager, Tampa, Florida, January 1995
- College for Financial Planning (CFP®), Professional Education Program, Denver, Colorado, July 1989
Education
- B.A. Business Administration, University of South Florida, 1982
Licenses
- Life, Health, Variable Life Insurance and Variable Annuity Licensed: CA (#0A10447), FL, NC, OH, RI, WV
- Long Term Care Insurance Licensed: FL, NC, OH, RI, WV
Personal & Community
- Rotary Club of Tampa, Past President, 2000 - 2001
- University of Tampa, Board of Fellows, Past Chairman, 2005 - 2006
Registered States:
AL, CA, CO, CT, FL, GA, IN, MA, MI, NC, NH, NJ, NM, NY, OK, OR, PA, RI, TN, VA, WA, WI