Financial credentials
- Accredited Asset Management Specialist℠
- Certified Fund Specialist®
- Certified Wealth Strategist®
- Series 7, 9, 10 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2001-present
- Assistant Manager, TD Waterhouse Securities, 1996-2001
Education
- BA, Finance, Bloomsburg University