Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Palo Alto, CA

March 2016 - Present

UBS Financial Services Incorporated of Puerto Rico

Financial Advisor

San Juan, PR

October 2005 - February 2016

Hospital Damas

In-House Legal Counsel

Ponce, PR

December 1999 - September 2005

Education

  • CERTIFIED FINANCIAL PLANNER™
  • Juris Doctor
  • BBA with major in Accounting

Licenses

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

Personal & Community

  • Active member of The Rotary Club of Santa Clara (California)
  • Past president El Vigia Rotary Club (Ponce, Puerto Rico)
  • Past president Ponce Chapter of State Society of CPA (Puerto Rico)

Registered States:

CA, FL, LA, MD, OR, PA, PR, SC, TN, WA