Financial credentials
- Series 3, 7, 9, 10, 31, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Financial Advisor, Pruco Securities, 2021-2022
- Associate Complex Manager, Morgan Stanley, 2018-2021
- Business Development Manager, Morgan Stanley, 2014-2018
- National Training Officer, Morgan Stanley, 2012-2014
- Financial Advisor, Morgan Stanley Smith Barney, 2008-2021
Education
- BS, Business Administration - Management, Rowan University
Personal interests and affiliations
- Ambassador - Hobe Sound Chamber of Commerce
- Coach - Hobe Sound Soccer Club
- Assistant Scoutmaster - Troop 812