Helping families navigate significant financial transitions.
UBS
9 years and 9 months
Private Wealth Advisor
July 2016 - present · 7 years and 9 months
Wealth Planning Analyst
July 2014 - July 2016 · 2 years and 1 month
Stamford, CT
Wealth Management Intern
UBS
September 2013 - May 2014 · 9 months
Concord, NH
