Financial credentials
- Accredited Asset Management Specialist℠
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2009-present
- Associate Financial Consultant, Charles Schwab, 2008-2009
- Financial Consultant, Dominick and Dominick LLC, 2005-2008
- Financial Advisor, Merrill Lynch, 1999-2005
- Commodities, JPMorgan, 1997-1999
- Emerging Markets, Chase Manhattan Bank, 1991-1994
Education
- MBA, Boston College, Carroll School of Management
- BA, Providence College