Financial credentials
- Series 3, 7, 9, 10, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
30 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financia Consultant, PNC Investments, 2023-2025
- Financial Consltant, Bank of the West, 2022-2023
- Division Sales Manager, Protective Life, 1999-2022
- Division Sales Manager, Prudential, 2007-2017
- Division Sales Manager, Touchstone Investments, 2003-2007
Education
- Bachelor of Science in Accounting Minor in Economics University of Delaware
Personal interests and affiliations
- Dog Rescue, Brazilian Jiu Jitsu - Brown Belt