Financial credentials
- Accredited Asset Management Specialist℠
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 4, 7, 24, 55, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
40 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2012-2014
- Partner/Consultant, KellnerDileo, 1983-2012
Education
- BA, Business, Economics, Hunter College
Personal interests and affiliations
- Certified Financial Planner - Member
- Professional Women of Westchester- Member
- St Judes Childrens Hospital- Event Volunteer
- Certified Wealth Strategist- Member