Sandy is North Ridge’s Executive VP and is also the firm's product analyst and marketing specialist. She regularly provides our reps with a wide range of practice management tools and product strategy ideas learned through first-hand experience growing her own successful estate, investment and planning practice over the last 20 years.
Sandy holds the series 6, 7, 24, 53 and 63 securities registrations and is an Investment Adviser Representative; she is also a CERTIFIED FINANCIAL PLANNER™.
Earlier in her career, Sandy worked for Dreyfus Service Corp. and the Professional Planners Group in NYC. She is a graduate of the State University of NY at Albany as well as the LIU/CW Post CFP® program.