Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Associate Financial Consultant, Charles Schwab, 2017-2018
- Senior Specialist, Client Development, Charles Schwab, 2016-2017
- FC Academy Cohort Licensed, Charles Schwab, 2015-2016
Education
- BS, Financial Economics
- Binghamton University
Personal interests and affiliations