Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2005-2018
- Branch Manager, TD Waterhouse, 1993-2005
Education
- BS, Finance, Central Connecticut State University