Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2022
- Branch Manager, Scottrade, 2008-2018
Education
- Bachelor of Science, Finance, Monmouth University