Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Consultant Partner, Charles Schwab, 2022-2023
- Financial Solutions Advisor - Advisor Development Program, Merril Edge, 2021-2021
- Financial Advisor Development Program - Financial Advisor, Merril Lynch, 2019-2021
- Mortgage Loan Officer, PNC Bank, 2019-2019
Education
- M.A., Integrated Marketing Communication, UNIBE, 2013-2015
- B.A., Major in Business Administration / Minor in Finance, UNIBE, 2007-2011