Position:
Head, Wealth Management Insurance Sales at UBS Wealth Management, Vice Chairman, Board of Trustees & Chairman BOV 2013 at Bayfront Health Foundation
Work:
UBS Wealth Management
- Weehawken, NJ/Tampa, FL since Jan 2013
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Head, Wealth Management Insurance Sales
Bayfront Health Foundation
- St Petersburg, FL since 2005
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Vice Chairman, Board of Trustees & Chairman BOV 2013
UBS Financial Services Inc
- Tampa, FL Apr 2012 - Dec 2012
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Regional Sales Manager, Southeast: FL, GA, AL, TN, LA & MS
UBS Financial Services Inc
- Tampa, FL: FL, GA, MS & AL Aug 2009 - Apr 2012
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Regional Sales Manager, South Atlantic Region
UBS Financial Services Inc
- Tampa, FL Oct 2007 - Jul 2009
-
Market Area Manager, Executive Director
UBS Financial Services, Inc
- Tampa, Clearwater & St Petersburg, FL Jul 2005 - Sep 2007
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Complex Manager, Tampa Bay
Wachovia Securities
- Tampa & St Petersburg, FL Jan 2003 - May 2004
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Complex Manager, Vice President
Prudential Securities
- Little Rock, AR Apr 2000 - Jan 2003
-
Branch Manager, Vice President
Prudential Securities
- St Louis, MO Dec 1998 - Apr 2000
-
Regional Development Manager, Vice President
U.S. Naval Reserves
- Greater Memphis Area Dec 1994 - May 1999
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Lieutenant Commander, Mobilization Officer
Prudential Securities
- Memphis, TN Aug 1994 - Dec 1998
-
Financial Advisor, Vice President - Investments
USS CONSTITUTION
- Boston Navy Yard, Charlestown, MA 1992 - 1994
-
Executive Officer, Lieutenant
U.S. Navy: USS CONCORD & USS STUMP
- Norfolk, VA Jul 1988 - Jul 1992
-
Surface Warfare Officer, various Divisional Officer positions
Education:
Cornell University 1984 - 1988
BA, Government, Economics, German
Oley Valley High School 1980 - 1984
Diploma
Skills:
Sales Management, Wealth Management, Series 7, Investments, Asset, Financial Advisory, Coaching, Leadership Development, Fundraising, Series 63, Series 8, Series 65, Life Insurance, Insurance, Leadership, Financial Recruiting