Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate, Financial Consultant, Charles Schwab, 2017-2019
- Financial Specialist, PNC Investments, 2016-2017
- Financial Planner, McAdam Financially Advanced, 2013-2016
Education
- BA, University of Maryland
Personal interests and affiliations