Financial credentials
- Series 4, 7, 24, 55, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- BDO, Gulf Coast Bank, 2023-2025
- Principal, Peak Business, 2019-2023
- Director, Citi, 1997-2019
Education
- BA, University at Albany