Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Morgan Stanley, 2015-2022
- Client Service Associate, Morgan Stanley, 2014-2015
- Equities Trading Assistant, Shearman Ralston Inc., 2013-2014
Education
- BA, Economics, Communication, State University of New York at Albany