Financial credentials
- Series 6, 7 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Vice President Financial Consultant, Fidelity Investments, 2017-2021
- Financial Consultant, Fidelity Investments, 2012-2017
- Investment Representative, Fidelity Investments, 2010-2012
- Financial Consultant, AXA Equitable Advisors, 2005-2010
Education
- Bachelor of Science Business Admistration and Management, Tulane University
- A.B Freeman School of Business, Student President 1998 -2000
Personal interests and affiliations
- East Brunswick Soccer Club/ Travel Team Manager and Coach
- Fast Break Basketball/Team Manager and Coach