Position:
Wealth Management Consultant at UBS Wealth Management, Director - Wealth Management Consultant at UBS Wealth Management US
Work:
UBS Wealth Management
since Jun 2006
-
Wealth Management Consultant
UBS Wealth Management US
since Jun 2006
-
Director - Wealth Management Consultant
Education:
Santa Clara University - Leavey School of Business 2011 - 2014
CEP, Certified Equity Professional
Taft University School of Law 2010 - 2014
Juris Doctor, Juris Doctor Executive Program
University of Chicago Booth School of Business 2009 - 2009
CPWA®, Wealth Management
The American College 2004 - 2008
Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Financial Planning
The American College 1990 - 1993
CLU, ChFC, CAP, Chartered Financial Consultant
Certified Financial Planner Board of Standards, Inc. 1987 - 1987
CFP, Comprehensive Financial Planning
Robert Morris College 1987
Duquesne University 1974 - 1978
B.A., Psychology
Skills:
Retirement, Investments, Insurance Planning, Tax, Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Annuities, IRA's, Investment Advisory, Pensions, Wealth Accumulation, Financial Advice, Wealth, Long Term Care, Mutual Funds, Income Tax, Disability Insurance, Asset Allocation, Investment Strategies, Insurance, Income Protection, Retirement Income Strategies, Wealth Transfer, Wealth Preservation, Portfolio Management, Alternative Investments, Asset Management, Asset Protection, Employee Benefits, Personal Finance, Comprehensive Wealth Management, Estate Tax Planning, Financial Advisory, Series 7, High Net Worth Individuals, Securities, Trusts, Bonds, Private Wealth Management, Deferred Compensation, Succession Planning, Charitable Giving, Investment Products, ETFs, Hedge Funds, Trust Services, Inheritance Tax Planning, Executive Compensation