Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate Financial Consultant, Charles Schwab, 2018-2019
- Financial Consultant Academy, Charles Schwab, 2016-2018
- Summer Analyst, JP Morgan Securities, 2015-2015
Education
- BA in Economics, Cornell University