Financial credentials
- Series 4, 7, 24, 51, 63, 66 Securities Licenses
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Private Client Investment Consultant, Td Ameritrade, 2017-2022
- Branch Manager, Td Ameritrade, 2014-2017
Education
- Associates Degree Liberal Arts BCC
Personal interests and affiliations
- Steamtown National Historic Site Scranton, PA