Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Branch Manager, TD Ameritrade, 2018-2020
- Branch Manager, Scottrade, 2014-2017
- Financial Consultant, Scottrade, 2011-2014
- Banker, Wells Fargo, 2008-2011
- Financial Consultant, Edward Jones, 2007-2008
Education
- Masters of Business Administration, Isenberg School of Business, University of Massachusetts - Amherst