Business Experience
- 2006 - Present: Janney Montgomery Scott
First Vice President/Investments Atlanta, GA
- 2004 - 2006: Wachovia Securities
First Vice President - Investments Atlanta, GA
- 1997 - 2004 Prudential Securities
First Vice President Atlanta, GA
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Services
- Financial Planning
- Retirement Planning
- Insurance Planning
- Education Planning
- Mutual Funds
- Equities
- Tax Free & Taxable Bonds
- Annuities
- Stock Options
- Trust Services
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Education & Licensing
- Bachelors Degree - History, 1995
University of Albany Albany, NY
- Post Graduate Study, 1995-6
University of Albany, NY Albany, NY
- Series 7 & 65 Licensed
- Variable annuity, Life & Health Insurance Licensed
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