Financial credentials
- Series 7, 66 Securities Licenses
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2024-2025
- Investment Development Team - Financial Consultant Academy, Charles Schwab, 2024-2024
- Licensed Broker - Financial Consultant Academy, Charles Schwab, 2023-2024
Education
- Bachelors of Science, Finance, Yeshiva University
- Minor, Marketing, Yeshiva University
Personal interests and affiliations
- Financial Literacy Club, Co- Founder