Position:
Vice President at Morgan Stanley
Work:
Morgan Stanley
since Nov 2005
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Vice President
UBS Financial Services
Jan 2000 - Nov 2005
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Vice President
Unidex Research
1990 - 1998
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President
Kidder Peabody
1983 - 1987
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AVP
Education:
Florida State University - College of Business 1980 - 1982
MBA - Finance, Finance-Investments
University of Florida - Warrington College Of Business 1974 - 1979
BSBA, Business Economics
Skills:
Series 7, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Asset Managment, Securities, Investment Strategies