Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 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
Education
- Bachelor of Business Administration, Major Finance, Temple University