Financial credentials
- Series 4, 7, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2019-2022
- Branch Manager, Scottrade, 2004-2019
Education
- Bachelor of Science; Finance: New Jersey City University
Personal interests and affiliations