Financial credentials
- Series 7, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2009-present
- Associate Financial Advisor, Charles Schwab, 2008-2009
- Financial Advisor, Merrill Lynch, 2007-2008
- Director of Business Development Israel, Excellence Nessuah/INVESCO Israel, 2005-2007
- Financial Consultant, Fidelity Investments, 1996-2004
Education
- Attended University of Cincinnati
- Studied Business Admin