Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Financial advisor, Morgan Stanley, 2003-2004
- 401k Service, T Rowe Price, 2002-2003
Education
- BS - Business, Fairfield University