Education

• Bachelor of Science in Education, University of Rhode Island
• Master of Business Administration, Bryant College
• Chartered Financial Consultant (ChFC), The American College

Professional Credentials

• Series 7, General Securities Representative Exam
• Series 24, General Securities Principal Exam
• Series 51, Municipal Fund Securities Principal Exam
• Series 63, Uniform Securities Agent State Law Exam
• Licensed Insurance Producer

Professional Accomplishments & Experience

• Serving the investment needs of individuals and small businesses since 1981
• Registered Representative of Raymond James Financial Services, Inc.
• Investment Adviser Representative of Raymond James Financial Services Advisors, Inc.

Community & Civic Activities

• Former Member of Trinity/Catholic Health East Investment Committee
• Former Chairman of VNA Home Healthcare & Hospice Board of Directors