Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
22 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2018-present
Education
- MBA, Kutztown University of Pennsylvania
- BA, Management, Kutztown University of Pennsylvania
Personal interests and affiliations