Angela has been in the banking industry since 1989, starting as a credit analyst for a British bank in New York City. In 2010, she changed career paths and became a financial advisor. Angela’s areas of expertise are financial planning, tax planning, and investment management. She has a bachelor’s degree in Economics from the University of Michigan and a Master of Business Administration with a Finance concentration from New York University Stern School of Business. She holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and an IRS Enrolled Agent (EA) designations. She serves on the Board of Directors of Capitol Hill Village, Everyone Home DC and Thompson Markward Hall.
Series 7, Series 66, Life/Health Insurance License