Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
36 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant, Fidelity Investments, 2023-2026
- Financial Consultant, ETrade Financial, 2010-2023
- Financial Consultant, PNC, 2009-2010
- Financial Consultant, JP Morgan Chase, 2004-2008
- Financial Consultant, Morgan Stanley, 1988-2004
Education
- Bachelor of Science in Finance