
Timeline
About me
First Vice President - Wealth Management | Financial Advisor at UBS Financial Services Inc.
Education

Cicero north syracuse
-
Hobart college
1994 - 1998Bachelor's degree economics
Experience

Key private bank
Jun 2005 - Dec 2011Sr financial planning consultant
Tiaa
Jan 2012 - Mar 2014Wealth advisor
Full boar craft brewery
Jan 2014 - Nov 2023Co-founder
Key private bank
Nov 2021 - Aug 2024Portfolio strategist
Ubs
Sept 2024 - nowFinancial advisor
Licenses & Certifications

**registered states** fl, nc, ny, sc, tx
Finra
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