Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant, Fidelity, 2008-2019
- Managing Director Specialist, Kellogg Group, 2007-2008
- Specialists, Susquehanna International, 2000-2007
- Specialist, Fleet NYSE, 1992-2000
Education
- BA, Business Administration, CW Post
Personal interests and affiliations
- Team 91 Lacrosse Coach