Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
- Regional Consultant, Alhambra Investment Mang, 2018-2020
- President, Parkland Wealth Management, 2015-2016
- Reginal VP, Dreyfus Investemnets, 2006-2008
- Regional Consultant, Lord Abbett, 2002-2006
Education
- University of Miami, Bachelor of Business Administration
Personal interests and affiliations