Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
30 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Branch Manager, Charles Schwab, 2022-2024
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2009-2018
- Financial Advisor, Bancnorth Investment Group, 2008-2009
- Office Manager, Empire Asset Management, 2007-2008
Education
- BS, Finance, Siena College