Financial credentials
- Series 7, 63 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
33 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Client Advisor, Gerstein Fisher, 2004-2014
- Investment Specialist, Charles Schwab, 1997-2004
- Stock Broker, DH Blair, 1992-1997
Education
- University at Buffalo
- BA, International Business
Personal interests and affiliations