Financial credentials
- Series 6, 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Private Client Investment Consultant, TD Ameritrade, 2019-2022
- Senior Financial Advisor, Merrill Lynch, 2013-2019
- Financial Consultant, Charles Schwab, 2006-2013
Education
- BA, Economics, Fairfield University
- International Economic Integration, Regents University, London