Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Private Wealth Advisor®
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- AVP - Financial Solutions Advisor, Merrill Edge, 2019-2021
- Financial Advisor, Merrill Lynch, 2017-2019
- Registered Representative, AXA Advisors, 2017-2017
Education
- B.S. Finance, University of Delaware
Personal interests and affiliations
- Bergen County Estate Planning Council
- Special Olympics of New Jersey, Coach