My profile

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32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • BA Economics, State University of New York, Potsdam, New York

Previous experience

  • Associate Vice President, UBS, March 1999 - April 2009
  • Registered Sales Assistant, UBS, February 1998 - March 1999
  • Registered Sales Assistant, Smith Barney, January 1994 - January 1998

Community participation

Volunteer for annual Ameriprise Service Day at St. Mary's Food bank

Participant in annual Juvenille Diabetes Research Foundation's walk

Interests

My interests include spending time with family, hiking, swimming and traveling.

I also participate annually in the walk for Juvenille Diabetes and volunteer on Ameriprise's Day of Service at St. Mary's Food Bank.

My photos

2 albums
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