Focus areas

• Full portfolio review
• Strategy and idea generation
• Risk management
• Market mechanics
• Stock selection
• Sector investing
• Thematic investing
• Fixed income/bond investing
• Options strategies
• Fidelity’s trading tools

How I work with clients
As a Fidelity Brokerage Consultant, I help clients better understand investing strategies and how to leverage Fidelity's trading and research tools, so they can make more informed decisions. I typically meet with clients 1:1, as well as offer local seminars, sharing 24 years of experience in the financial markets as a trader and portfolio manager. Working with you, our discussions can range from learning about exchange-traded products and options, to fundamental and technical analysis, depending on your goals and objectives.

Experience

• Vice President, Regional Brokerage Consultant, Fidelity Investments, 2016–Present
• Vice President, Fixed Income Portfolio Specialist, MBS Securities, 2012–2016
• Vice President, Sales and Product Development, Benzinga Financial News, 2011–2012
• Senior Portfolio Manager and Trader, Archelon Group, 2006–2011
• Senior Options Market Maker, Cornerstone Trading, 1996–2004

Qualifications

• Series 7 (General Securities Representative Examination)
• Series 63 (Uniform Securities Agent State Law Examination)
• Series 24 (General Securities Principal Qualification Examination)