
Timeline
About me
Senior Vice President-Wealth Management, CFP®, CPWA®
Education

St. marys college
-Bs-business administration finance and economics
Experience

Merrill lynch
Apr 1996 - Aug 2017Senior vice president-wealth management
Ubs financial services inc.
Aug 2017 - nowSenior vice president-wealth management
Licenses & Certifications

Certified financial planner™
Cfp board
Certified private wealth advisor-cpwa®
Icma- View certificate

Ubs financial services inc. important notices

**registered states** az, ca, co, fl, ga, la, nv, oh, or, sc, tn, tx, va, wa
Finra
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