Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
11 years of professional experience
- VP - Branch Manager, Charles Schwab, 2021-present
- VP- Assistant Branch Manager, Charles Schwab, 2021-2022
- Sales Manager, UBS Wealth Management, 2019-2021
- Financial Advisor, UBS Wealth Management, 2015-2019
Education
- Seton Hall University, Bachelor's Degree in Finance & Management