Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 66 Securities Licenses
Experience
18 years of professional experience
- VP - Branch Manager, Charles Schwab, 2019-present
- VP - Assistant Branch Manager, Charles Schwab, 2019-2020
- Vice President, Merrill Lynch, 2006-2019
Education
- BS, Finance, University of Connecticut