Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2009-present
- Account Executive, Fidelity, 2004-2008
- Broker, Lebenthal, 2003-2004
- Account Executive, Citigroup, 1995-2003
Education
- BA, Adelphi University