Financial credentials
- Series 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TDAmeritrade, 2008-2022
- Financial Consultant, HSBC, 2006-2008
- Financial Consultant, Dreyfus/Mellon Bank, 2001-2006
- Financial Consultant, Citibank, 2000-2001
- Dreyfus, Dreyfus/Mellon Bank, 1997-2000