Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 4, 7, 24, 55, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Senior Financial Consultant, TD Ameritrade, 2018-2022
- Bilingual Investment Consultant, Scottrade, 2013-2018
- Associate, Knight Equity Markets, 2006-2010
Education
- Binghamton University School of Management
- Bachelor of Science in Business Administration
- Concentration : Finance