Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
31 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant, TDAmeritrade, 2009-2020
- Vice President of Investments, JPMorganChase, 2006-2009
- Financial Advisor, Dreyfus, 1993-2006
Education
- BS, Accounting, CWPost