Financial credentials
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
29 years of professional experience
- VP - Branch Manager, Charles Schwab, 2001-present
- Financial Consultant, Charles Schwab & Co., Inc, 1999-2001
- Financial Advisor, American Express Financial Advisors, 1997-1999
- Financial Advisor, PaineWebber, 1996-1997
Education
- University of Rhode Island: BS in Economics and Political Science
Personal interests and affiliations