Resumes
Resumes
Institutional Consultant
View pageLocation:
3287 Woodrow Way northeast, Georgia
Industry:
Financial Services
Work:
Georgia Health Sciences University since Jun 2009
Adjunct Instructor and Faculty Member
UBS Financial Services, Inc. since Jan 2009
Vice President and Chartered Retirement Plans Specialist
UBS - Greater Atlanta Area since 2000
Vice President-Wealth Management
E*TRADE Financial Jul 1999 - Mar 2000
Team Manager
Adjunct Instructor and Faculty Member
UBS Financial Services, Inc. since Jan 2009
Vice President and Chartered Retirement Plans Specialist
UBS - Greater Atlanta Area since 2000
Vice President-Wealth Management
E*TRADE Financial Jul 1999 - Mar 2000
Team Manager
Education:
University of Pennsylvania - The Wharton School 2013 - 2013
Certified Investment Management Analyst The University of Georgia 1997 - 1999
Hampden-Sydney College 1995 - 1997
Liberal Arts North Hall High School
Certified Investment Management Analyst The University of Georgia 1997 - 1999
Hampden-Sydney College 1995 - 1997
Liberal Arts North Hall High School
Skills:
Consulting
Certifications:
Ubs Financial Services Inc. Important Notices