Financial credentials
- Series 4, 7, 24, 63, 66 Securities Licenses
Experience
34 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Producing Branch Manager, TD Ameritrade,, 2018-2022
- Senior Branch Manager, Scottrade,, 1994-2018
- Stockbroker, Olde Discount Stockbrokers,, 1993-1994
- Financial Analyst, Philadelphia Stock Exchange,, 1990-1993
Education
- University College Dublin, Business Commerce Degree