Experience
- Founder and Principal, Beechwood Financial
Services, LLC, Fairfield, New Jersey.
- Vice President, Wasson Capital Advisors, New
York, New York.
- Vice President, Lehman Brothers, Inc., New York,
New York.
- Manager, Dean Witter Reynolds, Inc., New York,
New York.
Education
- 2008, CFP® Professional
- 2004, CFP® Core Curriculum Program, The
American College, Bryn Mawr, Pennsylvania
- 1994, M.B.A. Finance/Investments, Fordham
University Graduate School of Business, New
York, New York
- 1986, B.S. Business Economics, The State
University College at Oneonta, Oneonta, New
York.
Associations
- The Financial Planning Association
30 Two Bridges Road, Suite 370
Fairfield, New Jersey 07004
Tel: 973-582-0364
Fax: 973-582-0300
Registered Investment Advisor - New Jersey