Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Service Representative, Charles Schwab & Co inc., 2020-2021
- Trading Services, Charles Schwab & Co inc., 2021-2021
- High Net-Worth Trader, Charles Schwab & Co inc., 2021-2021
- Investment Consultant, Charles Schwab & Co inc., 2022-2022
Education
- BaS Financial Economics at Binghamton University
Personal interests and affiliations