Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TD Ameritrade, 2012-2022
- Financial Advisor, JP Morgan Chase, 2009-2012
- Financial Advisor, Citi Personal Wealth Management, 2005-2009
- Financial Advisor, JPM Morgan Chase, 2000-2005
- Personal Banker, Citibank, 1993-2000
Education
- Associates of Science, Business Administration, Nassau Community College
- BA, Business Management, Binghamton University