Financial credentials
- Series 6, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Financial Consultant, Susquehanna Bank, 2011-2011
- Financial Advisor, Beneficial Bank, 2010-2011
- Industrial Sales Manager, MAS Products, 2009-2009
- Aberdeen Asset Management, Relationship Manager, Key Accounts - US Mutual Funds, Head of Distribution - US Funds, 2007-2009
Education
- BS, Business - Finance - 1985
- Susquehanna University, Selinsgrove, PA,
Personal interests and affiliations
- Board Member - South / Central New Jersey American Heart Association / American Stroke Association 2016-2019
- Moorestown Rowing Club - Board Member 2006-2013
- Boy Scouts of America - Scoutmaster / Assistant Scoutmaster 2004-2009