Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, E*TRADE Financial, 2018-2021
- Associate, Financial Consultant, Charles Schwab, 2016-2018
- Client Relationship Specialist, Charles Schwab, 2015-2016
- Brokerage Operations Representative, Fidelity Investments, 2012-2015
Education
- MBA, Clark University
- BA, Management, Clark University