Financial credentials
- Series 6, 7, 9, 10, 24, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
38 years of professional experience
- VP - Financial Consultant, Charles Schwab, 1998-present
- Branch Manager, Dreyfus Service Corporation, 1996-1998
- Financial Consultant, Dreyfus Service Corporation, 1989-1996
- Operations Coordinator, Investech Capital Corporation, 1987-1989
Education
- BA, Psychology, Florida Atlantic University
- AA, Santa Fe Community College
Personal interests and affiliations
- Volunteer, Cool Girls, Inc.