Financial credentials
- Certified Fund Specialist®
- Series 7, 66 Securities Licenses
Experience
8 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Fidelity Investments, 2015-2016
- Financial Advisor, Wells Fargo, 2014-2015
- Investments Representative, Fidelity Investments, 2012-2014
- Investment Advisor Representative, MetLife, 2010-2012
- Licensed Banking Specialist, J.P. Morgan Chase, 2009-2010
Education
- Bachelor or Business Administration, Finance, Hofstra University
Personal interests and affiliations