Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2013-present
- Financial Advisor, Ameriprise Financial, 1997-2004
- Managing Principal, Ameriprise Financial, 2004-2010
- Paraplanner, Ameriprise Financial, 2010-2012
Education
- BS, Marketing, Rutgers University
Personal interests and affiliations
- Freehold Rotary Club
- Impact 100 Jersey Coast