Financial credentials
- Accredited Asset Management Specialist℠
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, TD Ameritrade, 2021-2022
- Financial Advisor, AXA Equitable Advisors, 2009-2021
Education
Personal interests and affiliations