Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2007-present
- VP, Financial Advisor, Wachovia Securities, 2003-2007
- VP, Financial Advisor, HSBC Brokerage, 2002-2003
- VP, Financial Advisor, PaineWebber, 2000-2002
- Financial Consultant, Merrill Lynch, 1996-2000
Education
- BA, Psychology, St. Bonaventure University
- Minor Degree, Finance, St. Bonaventure University