Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, E*TRADE from Morgan Stanley, 2017-2023
- Financial Consultant, Fidelity Investments, 2015-2017
- Investment Consultant, TD Ameritrade, 2012-2015
Education
- BA, Communications, Fairfield University