Financial credentials
- Series 7, 9, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Consultant, TIAA, 2013-2020
- Financial Advisor, AIG VALIC, 2009-2013
- Regional Consultant, Fidelity Investments, 2003-2008
- Financial Advisor, Charles Schwab, 1991-2002
Education
- Studied at Pennsylvania State University prior to joining Ameriprise in Los Angeles, CA, where I became securities licen
Personal interests and affiliations
- Cranberry Township, PA Volunteer Fire Department - Director Treasurer