Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2022-2023
- Institutional Specialist, Charles Schwab, 2021-2022
- Institutional Associate, Charles Schwab, 2020-2021
- Private Equity Fund Accountant, BNY Mellon, 2019-2020
Education
- Bachelor of Science in Business Administration, Finance, University of Central Florida