Consultant
Ubs Apr 1, 2003 - Dec 2015
First Vice President - Wealth Management
Wells Fargo May 1983 - Mar 2003
First Vice President-Investments
Child and Family Services of Washtenaw County and Plymouth Michigan May 1975 - May 1983
Clinical Social Worker
Education:
The Wharton School 2001 - 2001
Wharton School of Business - University of Pennsylvania 2001 - 2001
College For Financial Planning 1991 - 1994
University of Michigan 1973 - 1975
Masters, Master of Social Work, Social Work
Boston University 1960 - 1964
Bachelors, Bachelor of Arts, History, Political Science
Miami Beach Jr and Sr High School 1956 - 1960
Skills:
Wealth Management Fiduciary Oversight Strategic Planning Group Dynamics Risk Assessment Retirement Planning Asset Allocation Equities Financial Services Portfolio Management Investment Advisory Fixed Income Leadership Strategic Financial Planning Investments Estate Planning Asset Management Alternative Investments Mutual Funds Series 63 Investment Management Securities Uniform Combined State Law Retirement Investment Strategies Series 7 Nonprofits 401K Wealth
Diane Farber (1979-1983), Tron Hemby (1982-1986), Carol Coleman (1970-1974), Charles Sipe (1976-1980), Alex Pitser (1987-1991), Janice Schmid (1969-1973)
Googleplus
Diane Farber
Youtube
Diane Farr's Extreme Breakup and Life After H...
Six weeks after getting engaged to the man she considered her soul mat...
Duration:
4m 43s
Cancer survivor stories: Nurturing your relat...
Married 24 years, Dan and Diane's relationship has endured many ups an...
Duration:
2m 36s
Meet Casey Wall, NP | Dana-Farber/Bost... Ch...
Casey Wall always knew that she wanted to help others, so when she bec...
Duration:
2m 29s
How a rare blood disorder made me a mother | ...
Tracy Antonelli was diagnosed with thalassemia at the age of 4; her bo...
Duration:
53s
Jesus' Story Todays clinical trials are tomo...
In 2016, a large cancerous tumor on his hip left Jesus barely able to ...
Duration:
49s
Care and Innovation: Medical Oncology at Dana...
Trace the remarkable growth and development of medical oncology at Dan...