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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
I began my career in the investment industry one year after graduating from Saint Joseph's University in 1998. When I moved to Puerto Rico, I worked for my family business for one year and a half and I had a good learning experience of the private business.
I started working in Doral Securities from August 1999 until December 2001 then I moved to Santander Securities. In 2010, I joined UBS after I came to a decision that what I was doing for my clients was not enough and I needed a firm with a broad array of products and services to better serve them. I realized that they deserve the best I can offer to help them meet their financial goals. With the services and products available at UBS, I am better equipped to help them evaluate each investment opportunity and make sure we are on a path that’s tailored for their unique needs.
I am FINRA-registered and hold Series 7 and 66 securities licenses as well as life, accident, health and variable annuities insurance licenses. I received Bachelor’s Degrees in both Finance and in Marketing from Saint Joseph’s University in Philadelphia, PA in 1998.
Education
First Vice President–Wealth Management
I began my career in the investment industry one year after graduating from Saint Joseph's University in 1998. When I moved to Puerto Rico, I worked for my family business for one year and a half and I had a good learning experience of the private business.
I started working in Doral Securities from August 1999 until December 2001 then I moved to Santander Securities. In 2010, I joined UBS after I came to a decision that what I was doing for my clients was not enough and I needed a firm with a broad array of products and services to better serve them. I realized that they deserve the best I can offer to help them meet their financial goals. With the services and products available at UBS, I am better equipped to help them evaluate each investment opportunity and make sure we are on a path that’s tailored for their unique needs.
I am FINRA-registered and hold Series 7 and 66 securities licenses as well as life, accident, health and variable annuities insurance licenses. I received Bachelor’s Degrees in both Finance and in Marketing from Saint Joseph’s University in Philadelphia, PA in 1998.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
