MBA Finance, series 7, series 66 (in progress), Life, Health and Variable Annuities license.
Clearing and trading experience.
Value investor and portfolio manager for IRA and Roth IRA accounts. Like tactical asset allocation strategy.
Have actively traded and invested in stocks for the past 16 yrs. Corporate experience at JP Morgan in the Investment Bank, and for the Rockefeller family. Currently forming a limited partnership with select investors.