Financial credentials
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
27 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2019-present
- Branch Manager, TD Ameritrade, 2018-2019
- Branch Manager, Scottrade, 2004-2018
- Investment Consultant, Scottrade, 2002-2004
- Investment Consultant, E*Trade, 2001-2002
- Operations, TD Waterhouse, 1998-2001
Education
- BS in Sociology, State University of New York at Cortland College
Personal interests and affiliations
- Old Saybrook Chamber of Commerce Member