Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Chartered Life Underwriter®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
35 years of professional experience
- Financial Consultant - Member Relationship Advisor, Charles Schwab, 2020-present
- Wealth Manager, USAA, 2014-2020
- Financial Advisor, Citigroup/Citibank, 2011-2014
- Senior Managing Director, Seidman Private Advisors, 2009-2011
- Financial Advisor, UBS Financial Services, 2006-2009
- Financial Advisor, Morgan Stanley, 2004-2006
Education
- Columbia Business School-Columbia University-Finance
- Manhattanville College-History
Personal interests and affiliations