* First president of the “PPG” (Partners for Profit and Growth) investment club 1997-1999
* Financial Planning Specialist Diploma March 30, 2001, from The School of Financial Planning, subsidiary of Professional Career Development Institute.
* Paralegal Diploma from Black Stone Career Institute Jan. 25, 2009
* J and J Holding Company, senior portfolio manager 2009-2011
* Author of “Stock Investing 101” training manual (you can purchase a copy go to the digital product page)
* CEO of Financial Concepts & Solutions LLC 2012-present