Resumes
Resumes
Senior Portfolio Manager
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Laurel Wealth Advisors, Inc.
Senior Portfolio Manager
Ubs Jul 2005 - Nov 2012
Vice President - Investments
Morgan Stanley 1997 - Jul 2005
Vice President - Investments
Merrill Lynch Sep 1993 - 1997
Financial Consultant
Senior Portfolio Manager
Ubs Jul 2005 - Nov 2012
Vice President - Investments
Morgan Stanley 1997 - Jul 2005
Vice President - Investments
Merrill Lynch Sep 1993 - 1997
Financial Consultant
Education:
University of Southern California 1988 - 1993
Bachelors, Bachelor of Arts Mt. Carmel High School
Bachelors, Bachelor of Arts Mt. Carmel High School
Skills:
Investment Advisory
Wealth Management Services
Portfolio Management
Equities
Bonds
Fixed Income
Tax Free Income
Asset Management
Investment Strategies
Retirement Planning
Investment Management
Investments
Wealth Management
Etfs
Asset Allocation
Finance
Wealth Management Services
Portfolio Management
Equities
Bonds
Fixed Income
Tax Free Income
Asset Management
Investment Strategies
Retirement Planning
Investment Management
Investments
Wealth Management
Etfs
Asset Allocation
Finance
Vice President - Investments At Ubs Financial Services Inc.
View pageLocation:
Greater San Diego Area
Industry:
Financial Services
Experience:
UBS Financial Services Inc. (Financial Services industry): Vice President - Investments, (-) Citigroup (Public Company; 10,001 or more employees; C; Financial Services industry): Vice President - Investments, (1997-2005)