Financial credentials
- Series 6, 7, 26, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2007-present
- Financial Representative, Northwestern Mutual Financial, 2004-2007
- Director, John Hancock Financial Services, 1995-2003
Education
- BA, Business/Government, Skidmore College