Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Portfolio Specialist, Fidelity Investments, 2017-2019
- Client Management Representative, Fidelity Investments, 2014-2017
- High Net Worth Specialist, Fidelity Investments, 2013-2014
- Financial Professional, Axa Advisors, 2012-2013
Education
- BS, Marketing, Florida State University