Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 31, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2013-present
- Financial Consultant, E*TRADE Securities LLC, 2011-2013
- Financial Advisor, Morgan Stanley Smith Barney, 2009-2011
- Financial Advisor, Citigroup Global Markets Inc., 2008-2009
Education
- BA, Business Management
- Lycoming College - 1997
- Williamsport, PA