UBS FINANCIAL SERVICES INC - Financial Advisor / Stockbroker (2006 – 2009)
Devised and executed strategies to attract and acquire new clients in the small business, professional, and high net-worth sectors.
Analyzed, proposed, implemented and reviewed client's strategically tailored investment portfolios.
Grew assets under management from $8 million to $22 million during the 2008-09 financial crisis.
Licensed Series 7 and Series 66 FINRA regulated financial advisor.