Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- VP - Registered Team Manager, Merrill Lynch, 2015-2025
Education
- Stockton University, Bachelor of Science in Finance