Financial Wealth Management Expert Witness | California

Financial Wealth Management Expert Witness | California

Financial Wealth Management | E-288137

Expert Qualifications

This qualified expert received his BA in business administration from Saint Michael's College and has over 35 years of experience in retail wealth management. He is a certified trust financial advisor, a FINRA arbitrator, and a chartered advisor in philanthropy. He has served as a director for prestigious companies such as JPMogran Securities, RBC Wealth Management, and UBS Financial Services with over 17 years of experience in broker dealer field leadership positions.

Bio Snapshot

Location: CA

BA, Business Administration, Saint Michael's College

Certified, Trust Financial Advisor, American Banker's Association

Licensed, Life and Health, California

Former, Director & Sales Manager, UBS Financial Services

Former, Executive Director, UBS Financial Services

Former, Senior Managing Director & Complex Director, RBC Wealth Management

Former, Managing Director & Regional Director, JPMorgan Securities

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