Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2015-2022
- Assistant VP, Boston Partners Financial, 2005-2015
Education
- Rochester Institute of Technology, BA Finance
- Merrimack College, CFP
Personal interests and affiliations
- Make-A-Wish Massachusetts