EDUCATION
- B.A., Economics, Rutgers University
LICENSES
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance (including annuities)
EXPERIENCE I began my investment industry career in 1993 and joined Stifel in 2017. Prior to joining Stifel, I served as a financial advisor with Tucker Anthony Inc. (1993 to 2000), Gruntal & Co. LLC (2000 to 2002), Ryan Beck & Co. (2002 to 2003), Bear, Stearns & Co. Inc. (2003 to 2008), and Morgan Stanley (2008 to 2017). I also worked at Citibank Private Bank from 1990 to 1993.
MEMBERSHIPS
- Raritan Sigma Phi Epsilon Corporation – AVC Board Member
- Scarlet Knights Wrestling Club – Board Member
- Rutgers Leadership Academy – Donor and Supporter
- Rutgers University Athletics – Student Athlete Mentor
- Westfield High School Athletics – Booster