Authorized Officer
Senior Client Associate
Since 1984 I have worked in various sectors of the financial industry, including retail equity trading, insurance sales, small business and corporate account services and individual client and family client services. I have worked in the role of Registered Client Service Associate since 1994, providing customized personal service for individuals, their families and their businesses. I hold a M.S. in Management Communications from Manhattanville College and a B.A. in Communications / Marketing from SUNY Albany. I hold the Series 7, Series 63 and NY Insurance licenses.
Education