Financial credentials
- Certified Investment Management Analyst®
- Series 6, 7 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Edward Jones, 2017-2022
- VP, Client Advisor, JP Morgan, 2010-2017
- VP, Regional Director, Goldman Sachs, 2006-2010
Education
- Villanova University
Personal interests and affiliations