Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- VP - Premier Relationship Advisor, HSBC, 2017-2020
- Financial Advisor, Morgan Stanley, 2011-2017
- Group Sales Representative, Prudential Financial, 2008-2011
- Group Life Underwriter, Prudential Financial, 2005-2008
- Sales Associate, Prudential Financial, 2002-2005
Education
- Bachelor of Science in Business Administration
- The College of New Jersey
Personal interests and affiliations
- Cranford Little League - volunteer
- The Church of St. Theresa in Kenilworth, NJ - active member
- Cranford Knights of Columbus - active member
- The New York Alternative Investment Roundtable - active member