Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 3, 7, 24, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
21 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Adviser, Merrill Lynch, 2017-2019
- Financial Planner, National Securities Corp, 2010-2017
- Chief Operations Officer, Financial Consultant Group, 2005-2010
Education
- William Paterson University - Bachelors Degree
- County College of Morris - Associates Degree
Personal interests and affiliations
- NJ Veteran's Home
- Habitat for Humanity
- America's Grow-a-Row