Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- VP Senior Account Executive, Fidelity Investments, 1992-2021
Education
- Bachelor of Science in Business Management - Westfield State University
- Master of Business Administration - Babson College
Personal interests and affiliations
- Cohasset Cross Country Boosters
- Financial Planning Association 6 years