Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2013-2014
- Financial Professional, AXA Equitable, 2009-2013
- Investor Reporting Analyst, Ocwen Financial, 2008-2008
Education
- University of Florida
- The Warrington College of Business
- B.A. in Business Administration