Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
36 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Merrill Financial Solutions Advisor, Merrill Lynch, 2020-2022
- Management Consultant, LoBosco Consulting, 2014-2020
- General Manager, Charles River Laboratories, 2009-2012
- Chief Operating Officer, Systems Pathology Company, 2006-2009
- Chief Information Officer, Lifespan Biosciences, 2002-2006
Education
- BS, Computer Engineering, University of Bridgeport