Investment Advisor Representative
- Graduated from Pace University, New York, NY in 1986 with a Bachelor’s degree in Public Accounting.
- Gained public accounting experience with several major accounting firms including Ernst & Young.
- Held position of Vice President with investment bank Jefferies & Co. and NYC based institutional money manager Alliance Bernstein.
- BBA – Public Accounting – Pace University, New York, NY
- NYS CPA Lic No. 062080
- TX CPA Lic No. 109545
- Series 6
- Series 63
- Series 65