Operations & Client Service Manager
- Operations and Client Service Manager at Friedenthal Financial 2013 – present
- Senior Product Specialist for Evergreen Investments / Wells Fargo 2005 – 2011
- Investment Management Advisor for Wachovia Wealth Management 2004-2005
- Portfolio Manager for Wachovia Wealth Management 1981 -2003
- B.S. Rider University, 1981
- Holds Certified Financial Planning Designation
- Holds FINRA Series 65 license (Uniform Investment Advisory Law)