Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
Education
- Chartered Alternative Investment Analyst (CAIA)
- MBA, Finance & Economics, Wagner College
- BA, Finance & Economics, SUNY Brockport