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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Human Resources Management Expert

State: CA

This certified expert has nearly 20 years of experience in human resources management. She received her BA in psychology from the University of California at Irvine and then went on to complete her MS in human resources management at ...

This highly qualified finance expert has almost 15 years of experience in his field. He specializes in equity and algorithmic trading, options, special situations, index rebalances, market on close-order aggregation and mechanisms, ...

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