Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Merrill Lynch, 2018-2022
Education
- St. Johns University
- Bachelor of Science - Sports Management