Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2008-present
- Analyst, BlackRock Investments, 2006-2008
- Analyst, Merrill Lynch Investment Management, 2005-2006
Education
- Bachelor of Arts- Economics- Pennsylvania State University
Personal interests and affiliations
- Princeton Chamber of Commerce