Financial credentials
- Series 7, 9, 10, 24, 66 Securities Licenses
Experience
13 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2012-present
- Assistant Branch Manager, Charles Schwab, 2022-2022
- Branch Manager, TD Ameritrade, 2021-2022
- Sr Financial Consultant, TD Ameritrade, 2015-2021
- Financial Consultant, Ameriprise Financial, 2012-2015
Education
- Associate Degree in Business Administration- Southern New Hampshire University
Personal interests and affiliations