Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Fidelity, 2020-2024
- Advisor Consultant, PIMCO, 2015-2020
- Financial Advisor, Morgan Stanley, 2013-2015
Education
- Rowan University