Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, TD Ameritrade, 2015-2022
- Investment Consultant, TD Ameritrade, 2014-2015
- Client Service Specialist, TD Ameritrade, 2011-2014
Education
- B.A in Economics, CUNY Queens College