My Backround
Business Experience
- 2018 to present, Wealth Advisor, LPL Financial, White Plains, NY
- 2000 to 2018, Financial Advisor Ameriprise Financial
Education
- Bachelor of Business Administration, 1999, Finance & Economics
- Pace University, Pleasantville, NY
Designations
- Chartered Retirement Planning CounselorSM
- Certified in Long-Term Care
Awards and Recognition
Five Star Wealth Manager* Award, 2013 -2019
Professional Associations
- Financial Planning Association
- The Million Dollar Round Table
* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017 Five Star Wealth Managers.