Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
Education
- BA, History, St. Anselm College
- Special Certificate in German Studies, St. Anselm College
Personal interests and affiliations
- Hartford Hospital Corporator