Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
Hyannis |
February 1988 - Present |
Dean Witter Reynolds |
Account Executive |
Burlington |
April 1985 - February 1988 |
Education
- B.S. B.A. Finance, Salem State College
- Chartered Retirement Planning Counselor (CRPC), College of Financial Planning
Registered States:
AR, AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT