Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Branch Manager, Charles Schwab, 2018-present
- VP - Financial Consultant, Charles Schwab, 2010-2016
- VP- Assistant Branch Manager, Charles Schwab, 2016-2018
Education
- BS in Business and Economics, Lehigh University
Personal interests and affiliations
- Boys & Girls Club
- American Diabetes Association Tour De Cure