Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2016-2017
- VP, SMBC Nikko Securities, 2010-2014
- Director, MUFJ Securities, 2005-2009
- VP, Citigroup Global Markets, 1992-2003
Education
- BA, Union College
Personal interests and affiliations
- Wilton Girls Hockey, Board Member, 2016-2018