Teaching Experience
Educational Background
Certificates
| Area | School | Country | Year | |
|---|---|---|---|---|
| Finance | Keiser College | United States | 2001 - 2009 | |
| Womens Finances | Manatee Community College | United States | 2006 - 2008 | |
| IRA and Roth Strategies | National University | United States | 2009 - 2009 |
| Degree | Area | School | Country | Dates | |
|---|---|---|---|---|---|
| Board Certified in Estate Planning | Estate Planning | Inst of Business and Finance | United States | 1997 - 2010 | |
| Certified Fund Specialist | Investment Management | Institute of Business and Finance | United States | 1998 - 1998 | |
| Certified Retirement Planning Consultant | Retirement Distribution Strategies | College for Financial Planning | United States | 1999 - 1999 | |
| Certified In Estate Planners | Estate Planning | Institute of Certified Estate Planners | United States | 1996 - 1996 |
| Title | Awarded By | Country | Year | |
|---|---|---|---|---|
| Insurance License | State of Florida | United States | 1982 | |
| NASD Licenses (9) LIcenses | NASD | United States | 1986 | |
| Business Risk Management Strategies | Penn Mutual | United States | 1996 | |
| Registered Investment Advisor | SEC | United States | 1998 |

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