Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Associate, Financial Consultant, Charles Schwab, 2015-2016
- Registered Representative, Charles Schwab, 2014-2015
- Registered Representative, Cape Securities, 2012-2014
Education
- BA, Stony Brook University