Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Private Wealth Advisor®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate, Financial Consultant, Charles Schwab, 2017-2020
- Wealth Advisor Associate, Morgan Stanley, 2016-2017
- Financial Consultant Assistant, Charles Schwab, 2015-2016
- VP, Registered Representative, Bastoni Financial Services, 2010-2015
Education
- BS, Business, University of South Florida