Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Branch Manager, Charles Schwab, 2015-present
- Regional Director, ETRADE Financial, 2005-2015
- Branch Manager, ETRADE Financial, 2003-2005
- Branch Manager, TD Waterhouse, 1999-2003
Education
- Ithaca College