Resumes
Resumes
Managing Director - Investments
View pageLocation:
2218 Branch Creek St, Bakersfield, CA 93312
Industry:
Financial Services
Work:
UBS Financial Services, Inc since Oct 2008
Vice President
Petroleum Club of Bakersfield since Jun 2008
Director
Merrill Lynch Oct 2003 - Oct 2008
VP/Wealth Management Advisor
Vice President
Petroleum Club of Bakersfield since Jun 2008
Director
Merrill Lynch Oct 2003 - Oct 2008
VP/Wealth Management Advisor
Education:
CFA Institute 1996 - 1999
CFA, Finance, Economics, Portfolio Management, Financial Statement Analysis College for Financial Planning 1994 - 1996
Certfied Financial Planner, Financial Planning California State University-Bakersfield 1976 - 1981
BS, Magna Cum Laude, Finance, PsychologyBeta Gamma Sigma Bowling Green State University 1976 - 1979
CFA, Finance, Economics, Portfolio Management, Financial Statement Analysis College for Financial Planning 1994 - 1996
Certfied Financial Planner, Financial Planning California State University-Bakersfield 1976 - 1981
BS, Magna Cum Laude, Finance, PsychologyBeta Gamma Sigma Bowling Green State University 1976 - 1979
Interests:
Reading
Music and Singing
Spending Time With Family and Sports
Golf
Travel
Music and Singing
Spending Time With Family and Sports
Golf
Travel
Languages:
English
Certifications:
Ubs (Link)