Financial credentials
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1992-present
Education
- MS, Northeastern University, 1991
Personal interests and affiliations
- Cystic Fibrosis Foundation (Boston Area), Chairperson, 1997-2004
- Certified Completion, Dale Carnegie, 1997
- Estate and Business Planning Council, Member, 1998-present
- Marathon Runner/Avid Golfer/Support and Develop Charitable Campaigns