Professional Designations - Registered Options and Security Futures Principal
(ROSFP)
- NASD Securities and Principal Licenses,
including Series 4, 7, 24, 27, 53, 63, and 65
- Bachelor of Science Degree in Finance, DePaul University
Current & Past Affiliations
- Investment Management Consultants Association
- Financial Planning Association
- NASD Arbitrator
- Chair of the Student Intern Program at
Oppenheimer & Co.
- Guest speaker to Finance MBA candidates at the
University of Iowa
- Treasurer of community library board
- Participant
in the City of Chicago Adopt-a-School Program, which introduced business topics
to inner-city grammar school children
“GET TO THE HEART OF
THE ISSUE, ACCURATELY
CONVEY RISKS, ARRIVE AT
SOLUTIONS…”
~ COMMITMENT TO CLIENT
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