Knowledge Powered by experience
Working with investors to ensure their financial future for over 30 years. I recognize that each investor has unique goals to secure their financial future and I work with the investor to select the investments that help meet their goals.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Scottsdale, AZ |
December 2011 - Present |
RBC Wealth Management |
Senior Vice President |
January 1991 - December 2011 |
|
PaineWebber |
July 1986 - January 1991 |
||
Merrill Lynch |
January 1983 - July 1986 |
Education
- Northern Illinois University Masters of Accounting Science 1979
- Northern Illinois University Bachelors Degree Cum Laude - Accounting
Registered States:
AZ, CA, FL, IL, IN, ME, MI, NC, NY, OH, TX, WV