Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

- Present

Hallmark Cards

Kansas City, MO

-

Chemical Bank

New York, NY

-

Education

  • M.B.A., University of Kansas
  • B.A., Bowdoin College in Brunswick, Maine

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative

Personal & Community

  • Previous Board Member, Quality Hill Playhouse
  • Previous Board Member, Boys & Girls Club of Kansas City
  • Previous Board Member, Heart of American Shakespeare Festival
  • Previous Member, Capital Campaign of the Nelson Atkins Museum of Art
  • Previous Committee Member, National Admissions Committee for Bowdoin College

Registered States:

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WY