Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Investments |
1285 Avenue of the Americas, New York, New York |
July 2007 - Present |
Smith Barney |
Senior Vice President - CFO Advisor |
399 Park Avenue, New York, New York |
February 1990 - July 2007 |
EF Hutton |
Account Executive |
250 Park Avenue, New York, New York |
May 1986 - February 1990 |
Accomplishments
- Certified Financial Planning Professional™ (CFP®)
Education
- B.S., Auburn University, 1981
Licenses
- Life Insurance and Variable Annuities Licensed: NY
- State of New York, Long-Term Care Insurance Licensed
Registered States:
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VT, WA