Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
32 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Senior Wealth Manager, USAA Wealth Management, 2013-2016
- VP- Private Client Manager, U.S. Trust, Bank of America Private Wealth Management, 2005-2012
- VP- Relationship Manager, Citigroup Private Bank, 2000-2005
- Financial Consultant, Citicorp Investment Services, 1991-2000
Education
- Bachelor of Science, State University of New York at Oneonta