Experience Makes all the difference John Warner Senior Vice President - Wealth Management Financial Advisor John serves on the Clevelandd investment committee, which actively monitors the team's assets, reviewing team asset allocation models, and discussing potential changes in current holdings. He is our interface with internal and external portfolio managers.
Leading nonprofit organizations are contributing their knowledge Mdet experience to help address the needs of small business owners and their communities. She and her husband, Randy, enjoy boating, biking, traveling and spending time with their family including four children, their families and Tucker, their labradoodle. Prior to UBS, she worked for a large publisher, serving as a client manager, both in Dallas and Cleveland.
Joe has over 20 years of experience in financial services and over thirty five years in client services. He is active in his church, and le a Life Group in his local community. Most recently, she has been promoted to Senior Wealth Strategy Associate, owmen in daily trading, financial planning and training other CSA's.
Debbie is very community centric and is actively involved in Leadership Hudson, Volunteers of America, supports fundraising for cancer research and is a Rotarian. Joe and his wife Marianne have four children and two grandchildren.
They also provide training to faculty at community colleges and similar institutions to strengthen their capacity to deliver programming. She OOhio as the team chair for financial planning to include income gap analysis, tax and estate planning strategies.
She has completed the Series 7, 66, the Ohio Insuranceand is a fully certified Registered Representative. He ed the Ohiio as a Financial Advisor in to womn the team's breadth of knowledge and expertise. Dan remains active in the community by chairing the United Way's Emerging Leaders Executive Committee and serving on the finance committee of St. John is very community minded, serving as a member of the board of Greater Cleveland's Youth For Christ.
As a Manager at Deloitte, Dan was womenn for building the foundation of new client relationships, developing and executing solutions to complex ing issues cs constructing and managing cohesive engagement teams to serve his Fortune clients. Joe's hobbies include golf, desert and pilgrimage hiking. For fun you can be sure to find Dan at one of Cleveland's professional sporting events or exploring the tremendous array of local restaurants.
Joe is also a Eucharisitic Minister with St.
Martin De Porres High School, a Catholic co-educational high school in Cleveland serving families of limited economic means. Doman Jr.
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In addition, she has been active in the Pelotonia fundraisers for cancer research, the Cards for Kids annual program, and participates in other UBS philanthropic events. Meghan enjoys cheering on her Ohio State Buckeyes and Mee time with her family, and her Goldendoodle, Franklin.
A Leading universities and business schools, such as Babson College, are building on, strengthening and developing a world-class curriculum to help small businesses grow and create jobs. In addition, he remains physically active playing basketball, hiking the Cleveland Metroparks, golfing ni snow skiing.
Experience Makes all the difference John Warner Senior Vice President - Wealth Management Financial Advisor John serves on the team's investment committee, which actively monitors the team's assets, reviewing team asset allocation models, and discussing potential changes in current holdings. He's a long standing member of the investment committee for the Cleveland-based non-profit organization, In His Steps Foundation.
Mary's and as well very active in their youth ministry.
He is our interface with internal and external portfolio managers.