Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Financial Consultant, AVP, Citizens Securities, 2014-2016
- Financial Consultant, E*TRADE, 2011-2014
- Investment Counselor, T. Rowe Price, 2008-2011
- Retirement Investment Specialist, Fidelity Investments, 2005-2007
Education
- University of Massachusetts - Amherst
- Economics