Financial credentials
- Certified Wealth Strategist®
- Series 6, 7, 9, 10, 24 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
35 years of professional experience
- VP - Branch Manager, Charles Schwab, 2014-present
- VP Branch Manager, Fidelity Investments, 1995-2013
- Account Executive, Fidelity Investments, 1992-1995
Education
- Boston University, Bachelor Of Science in Business Administration 1987
Personal interests and affiliations