I spent 33 years in the financial services industry with Prudential Securities and Merrill Lynch, where I retired in 2014. I served in a variety of positions during my tenure; Financial Advisor, Associate Manager, District Sales Manager as well as Complex Director. I held leadership market responsibilities in Southern Louisiana, Southern Mississippi, the Carolinas, Central New Jersey, the suburbs of Philadelphia and the State of Delaware. In those assignments I had the opportunity to work with and coach many of the firm’s largest and most successful Financial Advisors and Teams. I am very pleased to now be a part of Altius Learning, a company focused on helping Financial Advisors grow their practices and create value for their clients. I am an active and dedicated member of my community. I served on the Corporate Advisory Council for the National Constitution Center in Philadelphia, was a member of the Executive Leadership Council for Loyola University of New Orleans and held multiple volunteer Leadership Board roles throughout the country with the American Cancer Society.