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.
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