Education
Bachelor of Science in Accounting, St. John's University, New York City.
Bachelor of Science in Accounting, St. John's University, New York City.
With Emigrant Savings Bank, Salomon Brothers. Managing director Deutsche Morgan Grenfell, London. Senior vice president institutional trading & operations Schwab Advisor Services Charles Schwab Corporation, San Francisco, 1998, position in client services Schwab Investor Services, 2002, senior vice president sales & relationship management Schwab Institutional, 2005, head Schwab Advisor Services, since 2010.
