Financial credentials
- Accredited Asset Management Specialist℠
- Series 4, 7, 9, 10, 24, 55, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2004-2018
Education
- Iona College - Bachelor's Degree in Criminal Justice
Personal interests and affiliations
- Alzheimer's Association
- St. Jude
- Long Island Cares