Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
28 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Senior Investment Officer / VP, Cape Cod Five Trust & Asset Management, 2004-2018
Education
- MBA, Suffolk University
- BS, Business Management, Norwich University
Personal interests and affiliations
- Sandwich Youth Lacrosse, Board of Directors 2008-2019