Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- Assistant Branch Manager, Charles Schwab, 2018-2021
- Client Relationship Manager, Charles Schwab, 2015-2018
- Sr. Client Relationship Specialist, Charles Schwab, 2002-2015
- Group Operations Specialist, Charles Schwab, 2000-2001
- Sr. Operations Specialist, Charles Schwab, 1998-2000
Education
- BA, Finance at Hofstra University
Personal interests and affiliations
- PTA Member St. James Elementary School