Position:
Executive Director - Product Manager at UBS Financial Services, Inc.
Location:
Greater New York City Area
Work:
UBS Financial Services, Inc.
- Weehawken, NJ since Aug 2008
-
Executive Director - Product Manager
UBS AG
- Zurich, Switzerland Jul 2007 - Jul 2008
-
Project Manager
UBS Financial Services, Inc.
- New York, NY & Weehawken, NJ Oct 2003 - Jul 2007
-
Plan Design Analyst & Business Manager
Merrill Lynch
- Princeton & Pennington, NJ Jan 2001 - Sep 2003
-
Financial Planning Specialist
American Express Financial Advisors
- Princeton, NJ Feb 2000 - Dec 2000
-
Financial Advisor
McMaster-Carr
- Dayton, NJ Jul 1997 - Jan 2000
-
Supervisor
US Army
- Fort Hood, TX May 1992 - Jul 1997
-
Operations Officer, Platoon Leader
Education:
United States Military Academy at West Point 1988 - 1992
BS, Economics
Certified Financial Planner Board of Standards Inc.
CFP®, CERTIFIED FINANCIAL PLANNER™ professional
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
Skills:
Equities, Asset Allocation, Series 7, Wealth Management, Alternative Investments