Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Planning Consultant, Fidelity Investments, 2022-2024
- Investment Solutions Representative, Fidelity Investments, 2021-2022
- Customer Relationship Advocate, Fidelity Investments, 2020-2021
Education
- BA Biology & Economics Saint Anselm College