Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Regional Vice President, ProShares ETFs, 2017-2022
- Regional Vice President, Guggenheim Funds, 2022-2023
- Regional VP, ETF Specialist, Allianz Investment Management, 2023-2025
Education
- B.S., Marketing & Finance The Catholic University of America
Personal interests and affiliations
- Humane Society (PA & FL)
- Wreaths Across America
- Charitable Giving & DAF