Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- VP - Financial Consultant, Fidelity Investments, 2014-2018
- Retirement Director, Fidelity Investments, 2013-2014
- Investment Representative, Fidelity Investments, 2010-2013
- Licensed Personal Financial Representative, Chase Investments, 2009-2010
- AVP - Client Manager, Premier Bank, Bank of America, 2007-2009
Education
- Bachelors of Science, Economics. University of Massachusetts Amherst