Financial credentials
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2025-present
- Associate Financial Consultant, Charles Schwab, 2024-2025
- Client Service Specialist, Charles Schwab, 2023-2024
- Investment Specialist, Merrill Edge, 2019-2021
Education
- BS, Finance, Rowan University
Personal interests and affiliations
- ERBL Basketball Coach