Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2004-present
- Financial Advisor, UBS, 2002-2003
- Manager, Comefri, 2000-2002
- Engineer, Trane, 1998-2000
Education
- B.S. Mechanical Engineering