Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 24, 53, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Branch Manager, Charles Schwab, 2018-present
- Branch Manager, E*TRADE Financial, 2015-2018
- Regional Planning Consultant, E*TRADE Financial, 2010-2015
- VP, Strategic Sales Manager, Alliance Bernstein Investments, 2006-2009
- AVP, Professional Development Trainer, Alliance Bernstein Investments, 2004-2006
- Regional Wholesaler, Alliance Bernstein Investments, 2000-2004
Education
- Saint Thomas Aquinas College
- Bachelor of Science, Finance