Financial credentials
- Chartered Alternative Investment Analyst
- Chartered Financial Analyst®
- Master in Business Administration
- Series 7, 66 Securities Licenses
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Associate, Investment Advisor, Private Wealth Management CIBC, 2022-2024
- Account Manager (Assistant Vice President), Credit Suisse AG Nassau Branch Wealth Management, 2018-2022
- Operations Analyst, Credit Suisse AG Nassau Branch Wealth Management, 2014-2018
Education
- Master of Business Administration, H. Wayne Huizenga College of Business & Entrepreneurship
- BA, Finance and Accounting
Personal interests and affiliations
- CAIA Chicago
- CFA Society of Indianapolis
- Carmel Rotary Club