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Financial Wealth Management Expert Witness | California

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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