Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant, Fidelity Brokerage Services LLC, 2015-2019
- VP-Private Client Adviser, J.P Morgan Securities LLC, 2013-2015
- VP- Financial Adviser, HSBC Securities, 2012-2013
- Financial Adviser, Morgan Stanley Smith Barney, 2009-2012
- Financial Adviser Trainee, Morgan Stanley & Co. Inc., 2007-2009
Education
- Bachelor of Science (BS), Finance, College of Staten Island