Financial credentials
- Series 6, 7, 63, 65 Securities Licenses
Experience
30 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2013-present
- Account Executive, Fidelity, 2010-2012
- Financial Consultant, Charles Schwab, 1999-2010
- Private Client Associate, First Union Bank, 1994-1999
Education
- BA, English, Rutgers University