Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2020-2024
- Relationship Manager, HSBC, 2018-2020
- Financial Advisor, Bank of America Merrill Lynch, 2011-2018
Education
- Law, Holborn College
Personal interests and affiliations