Business Positions
UBS Financial Services Inc
Broker-dealer offering investment products and services to clients with more than $250,000 to invest.
Merrill Lynch
The wealth management, brokerage, and investment banking arm of Bank of America
Board Memberships
The Partnership for New York City, Inc.
Nonprofit membership organization comprised of a select group of two hundred CEOs from top NYC-based businesses
Positions
Financial Industry Regulatory Authority
Self-regulator for the financial services industry
John McCain
US Senator and Representative from Arizona
Democratic Senatorial Campaign Committee
Political Fundraising Committee for Democratic Senatorial Candidates
Chris Dodd
President & CEO of MPAA; former Democratic US Senator from CT
Pete Ricketts
Nebraska Senator (appointed by Jim Pillen---Ricketts heavily supported candidate for NE Governor following Ben Sasse's resignation in Jan 2023)
Chuck Schumer
US Senator, former Representative from New York
Scott Paterno
Republican candidate for Congress in 2004; youngest son of Penn State football coach Joe Paterno
Rick Santorum
former US Representative and Senator from Pennsylvania
Memberships
Kappa Beta Phi
Secret Wall Street fraternity
Schools
Bethany College
Private, liberal arts college in West Virginia, founded by Alexander Campbell of the Restoration Movement
Texas Christian University
Private university located in Forth Worth
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MBA
