Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
26 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Senior Financial Consultant, TD Ameritrade, 2016-2023
- CFO, LRS Systems, 2015-2016
- Founder and CEO, Interactive Gaming Labs, 2011-2014
- Financial Advisor, Morgan Stanley, 2009-2010
- Portfolio Manager, Alternative Investment Management, 2006-2009
Education
- Bachelors of Science, Finance, New York University Stern School of Business