Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2022-present
- Financial Consultant, Fidelity Investments, 2021-2022
- Planning Consultant, Fidelity Investments, 2020-2021
- Relationship Manager/Sr. Relationship Manager, Fidelity Investments, 2016-2020
- Financial Representative, Fidelity Investments, 2015-2016
- Financial Representative, AXA Advisors, LLC, 2015-2015
Education
- B.S., Business Administration, Stony Brook University
- MBA, Managerial Leadership, University of Massachusetts Lowell