Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Cincinnati, OH |
June 2015 - Present |
Goldman Sachs |
Vice President - Institutional Equity Sales |
Chicago, IL |
June 2005 - May 2015 |
Education
- Chartered Financial Analyst (CFA®)
Licenses
- Life and Health Insurance - State of OH
Personal & Community
- Member of CFA Society of Cincinnati
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MI, MN, MO, MS, MT, NC, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI