Financial credentials
- Accredited Portfolio Management Advisor℠
- Life & Variable Annuity Insurance License
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- AVP Merrill Financial Solutions Advisor, Merrill Lynch, 2023-2024
- Associate Financial Advisor, Ameriprise, 2020-2023
- Retail Financial Advisor, Oriental Bank, 2019-2020
Education
- Fairfield University
Personal interests and affiliations
- President of The Puerto Rican Professional Association of RI