Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Fidelity, 2022-2025
- Mortgage Banker, Rocket Mortgage, 2022-2022
- Assistant Portfolio Manager, Lifetime Wealth Management, 2020-2022
- Junior Trader, Lifetime Wealth Management, 2018-2019
Education
- Bachelor of Science, George Mason University