Financial credentials
- Series 7, 66 Securities Licenses
Experience
24 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Director, Portfolio Manager, BlackRock, 2006-2024
- Vice President, Merrill Lynch, 2000-2006
Education
- Bachelor of Arts, Economics, Drew University
Personal interests and affiliations
- Flemington Raritan Baseball/Board Member/ 2022-2025