Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2003-present
- Financial Advisor, Prudential Securities, 2003-2003
- Financial Advisor, Morgan Stanley, 2001-2002
- Financial Advisor, Sydney Prevor, 1997-2001
Education
- BBA, Finance , Interamerican University
Personal interests and affiliations
- The Rotary Club of San Juan, District 7000 Puerto Rico