Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2005-present
- Vice President, Branch Manager, Charles Schwab, 2000-2005
- Senior Investment Consultant, Charles Schwab, 1998-2000
- Investment Consultant, Charles Schwab, 1994-1998
- Client Service, Charles Schwab, 1992-1994
Education
- BA, Providence College
Personal interests and affiliations
- Read To Succeed Advisory Board