Financial credentials
- Series 7, 9, 10, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
- Financial Adviser, Lincoln Investment Planning, 2013-2019
- Financial Adviser, Raymond James, 2009-2012
- Financial Adviser, PNC Investments, 2001-2008
- Financial Adviser, First Union Securities, 1998-2000
- Financial Adviser, Merrill Lynch, 1996-1997
Education
- East Stroudsburg University
- BA, Education
Personal interests and affiliations
- Greater Atlantic City Chamber