Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Portfolio Advisor, Merrill Lynch, 2019-2022
- Customer Service Representative, TD Bank, 2017-2019
Education
- BS, Business Administration, Brooklyn College
Personal interests and affiliations
- Flatlands Reformed Church, Volunteer, 2018