Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2012-2014
- Client Service Specialist, Charles Schwab, 2008-2012
- Research Assistant, Securities Litigation and Consulting Group, 2006-2008
Education
- BS, Finance & Insurance, Northeastern University