Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Financial Consultant Academy, Charles Schwab, 2023-2024
- Investment Consultant, Brooklyn, Charles Schwab, 2024-2025
Education
- BA, Business Administration in Finance, LaPenta School of Business, Iona University