Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Advisor Business Development, Merrill Lynch, 2023-2024
- Registered Wealth Management Client Associate, Merrill Lynch, 2011-2023
- Senior Wealth Management Client Service Associate, Merrill Lynch, 2010-2011
- Assistant Branch Manager, Atlantic Coast Bank, 2008-2010
- Investment Advisor, Merrill Lynch, 2007-2008
Education
- Bachelor of Science, Business Administration, Fitchburg State College
Personal interests and affiliations
- Manchester Angels Youth Soccer League, Volunteer