Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Fixed Income Specialist, Fidelity, 2019-2022
- Junior Financial Consultant, Merrill Lynch, 2019-2019
Education
- Bachelor's Degree, Business Management, University of Phoenix
Personal interests and affiliations