ANTHONY LEWIS GEORGE
Pilots at Colonial Pl, Billings, MT
License number
Montana A4839748
Issued Date
Mar 2017
Expiration Date
Mar 2018
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
2955 Colonial Pl, Billings, MT 59102
Professional information
Branch Manager/Wealth Advisor Ubs Financial Services
Position:
Branch Manager, Associate Director, Wealth Advisor at UBS
Location:
Billings, Montana Area
Industry:
Financial Services
Work:
UBS
- Billings, MT since Aug 2006
-
Branch Manager, Associate Director, Wealth Advisor
Piper Jaffray
- Billings, Montana Area Apr 2001 - Aug 2006
-
Financial Advisor
Merrill Lynch
- Billings, Montana Area Oct 1995 - Apr 2001
-
Financial Advisor
Education:
University of Toledo 1986 - 1992
St Francis De Sales 1982 - 1986
St Francis De Sales 1982 - 1986
Skills:
Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Alternative Investments, Strategic Financial Planning, Equities, Portfolio Management, Series 63, Asset Management
Interests:
Wealth Advisor, Flying, Cessna 185, Super Cub, Skywagons, hiking, bow hunting, snowboarding, fly fishing, shooting, mentoring and teaching.