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