Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Director; Retirement Planner, Fidelity Investments, 2015-2016
- Account Executive, Fidelity Investments, 2013-2015
- Investments Representative, Fidelity Investments, 2012-2013
- Financial Representative, Fidelity Investments, 2010-2012
Education
- BS, Business Management, Canisius College