Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 4, 6, 7, 24, 53, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
34 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2012-present
- Regional Supv Director/RVP-RM, Royal Alliance Associates, Inc., 2005-2012
- Branch Manager, AIG Advisor Group - Spelman & Co., 2000-2005
- Investment Vice President, UBS - Paine Webber, 1997-2000
- VP Investments, JC Bradford & Co., 1993-1997
- Registered Representative, MetLife, 1991-1993
Education
- Graduate Certificate - Personal Financial Planning, GA State U
- MBA, General Business, GA State U.
- BA, Speech, GA State U.
- Drama, Univ of DE
Personal interests and affiliations
- Member of Manchester, South Windsor and Tolland County Chambers of Commerce
- Board of Directors - South Windsor Chamber of Commerce
- Immediate Past President - Friends of Wood Memorial Library and Museum Board of Directors