Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Vice President, PNC Wealth Management, 2012-2016
- Vice President, Banker, JPMorgan Wealth Management, 2010-2011
- Financial Consultant, RBC Wealth Management, 2002-2010
Education
- PhD. Communication, Northwestern University
- MA. Radio-TV-Film, Northwestern University
- BA. History, Northwestern University
- Certified Financial Planning Certificate, College for Financial Planning
Personal interests and affiliations
- Luminarts Cultural Foundation, Former Treasurer and First VP 2008-2017
- Union League Boys & Girls Clubs Foundation, Former Trustee 2008-2017
- American Saddlebred Museum, Past President 2012-2015
- Board of Directors, Pembroke Welsh Corgi Club of America, 2023-present