Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1994-present
- Financial Advisor/Market Maker, Gruntal & Co., 1992-1998
- Director NASDAQ Trading, Investec Ernst & Co., 2000-2002
- Financial Consultant, BR Mgmt. LLC, 2002-2010
- Senior Title Representative, Natl Land Tenure LLC, 2010-2023
- Private Client Banker, JP Morgan Chase, 2023-2025
Education
- SUNY Oneonta B.A.
- Fordham University
Personal interests and affiliations