Financial credentials
- Series 7, 9, 10, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
21 years of professional experience
- VP - Branch Manager, Charles Schwab, 2019-present
- Executive Director, UBS, 2014-2019
- Director, Merrill Lynch, 2001-2014
Education
- BS, Business Administration, Rutgers University