Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2014-2016
- Specialist - Active Trading Services, Charles Schwab, 2011-2017
Education
- Lafayette College
- 2011, B.A. Economics and Business
- 2011, B.A. Government and Law
Personal interests and affiliations