Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Financial Advisor, Merrill Lynch, 2018-2020
- Client Service Associate, Raymond James, 2017-2017
Education
- BA. Finance and Financial Management
- Cum Laude
Personal interests and affiliations
- Loggerhead Marinelife Center