Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2011-present
- Financial Advisor, Morgan Stanley, 2010-2011
- Wealth Management, Bank of America, 2007-2010
Education
- St. Thomas Aquinas College BS Finance 1988