Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Advisor, Equitable, 2016-2021
- Specialist/Designated Market Maker, Barclays, 1992-2016
Education
- MBA Finance Baruch College
- BA Economics Binghamton University