Financial credentials
- Series 7, 31, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Financial Advisor, Morgan Stanley, 2011-2015
- Member - Floor Broker, NYSE, 1999-2011
Education
- Canisius College Buffalo, NY
- Brookdale CC Lincroft, NJ
Personal interests and affiliations