Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Branch Manager, UBS Financial Services, 2017-2025
- Complex Administrative Manager, UBS Financial Services, 2008-2017
- Team Leader, Merrill Lynch, 2003-2008
- Financial Advisor, Waddell & Reed, 2002-2003
Education
- BA, Economics, Rowan University
Personal interests and affiliations