Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Associate Financial Consultant, Charles Schwab, 2016-2017
- Senior Specialist, Client Development, Charles Schwab, 2016-2016
- FC Academy Cohort, Charles Schwab, 2016-2016
- Associate, Brokerage Service Representative, Charles Schwab, 2015-2015
Education
- BS, Business, Finance Concentration, Southern Connecticut State University