Financial credentials
- Series 6, 7, 65, 66 Securities Licenses
Experience
17 years of professional experience
- Branch Owner and Sr. Financial Consultant, Charles Schwab, 2026-present
- Sr Wealth Management Banker, UBS, 2019-2026
- Licensed Branch Manager IV, FIfth Third, 2013-2019
Education
- Bachelor's Degree Business, Monmouth College