Over 30 years experience with securities, investments, and insurance at the financial advisor, supervisory, and managing principal level. Conducted over 1,000 presentations, classes, and workshops on securities, investments and financial planning for a variety of audiences, including financial professionals, university students, and consumers. Articulate and persuasive presenter and speaker with a thorough understanding of FINRA and SEC regulations. Dedicated and knowledgeable of the financial services industry, with three prestigious, nationally recognized certifications.