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B.A. in Communications, SUNY Albany
Bachelor's Degree in Criminal Justice and Psychology, Russell Sage College
Master's Certificate in Business Intelligence, Villanova University
Certified Exit Planning Advisor (CEPA)®
Masters in International Law, American University
B.A. in Communications, Towson University
20+ Years of Experience with Ameriprise
Series 7, 65, and 66
MD Life, Accident and Health Exam
Bachelor of Music Education, Shenandoah University
B.A. in Economics, Dickinson College
CFP® CERTIFIED FINANCIAL PLANNER™
ChFC® Chartered Financial Consultant®
Retired Private Wealth Advisor
30 Years of Experience
M.S. in Education, Old Dominion University
B.S. in Education, University of Connecticut
Series 7 and 66
Securities Industry Essentials (SIE) Exam
CRPC™ Chartered Retirement Planning Counselor™
B.A. in Writing and Communications, Empire State College
Financial Paraplanner Qualified Professional (FPQP)®
B.S. in Business Economics, SUNY Cortland, Spring 2021
Life, Accident and Health Exam
B.A. in Elementary Education, Kings College, 2010
Began her career with the Company in July 2011
Public Notary
B.S. in Business with concentrations in Business Analytics, Market Research Analysis, and Sports Marketing, Siena College, May 2022
MBA in Business Analytics and Marketing, Siena College, May 2023
B.S. in Business with concentrations in Finance and Economics, Siena College, May 2023
B.S. in Business/Marketing, SUNY Plattsburgh, 2012
B.A. in Communications, SUNY Cortland
B.S. in Business with concentrations in Business Analytics and Market Research & Analytics, Siena College, May 2024
B.S. in Marketing, Kings College
B.A. in Psychology, Hunter College
B.S. in Personal Finance, Roanoke College, Expected Graduation May 2026
B.S. in Finance, Siena University, Expected Graduation May 2027
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