Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consultant, TD Ameritrade, 2015-2024
- Business Development Specialist, TD Ameritrade, 2015-2015
- Financial Advisor, Merrill Lynch, 2013-2015
Education
- Bachelor of Science, Business Management, Florida Gulf Coast University
Personal interests and affiliations