Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 6, 7, 9, 10 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 1995-present
Education
- Rider University- BS in Business
Personal interests and affiliations
- Princeton Chambers of Commerce- Member