Financial credentials
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, E*Trade, 2019-2023
- Financial Consultant, Fidelity Investments, 2015-2019
- Investment Representative, Fidelity Investments, 2014-2015