Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2011-present
Education
- BSC, University of Miami, Coral Gables Florida
- BS, University of Texas, Austin Texas
- MBA, Florida Atlantic University, Boca Raton Florida (in process)
- Aish Hatora Yeshiva, Jerusalem Israel
Personal interests and affiliations
- Habitat for Humanity
- American Cancer Society
- Hands Across the Sea
- American Jewish Committee