Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Certified Investment Management Analyst®
- Certified Private Wealth Advisor®
- Chartered Financial Consultant®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2026-present
- VP, Financial Consultant, Fidelity Investments, 2021-2026
- VP, Private Client Advisor, JP Morgan Securities, 2018-2021
- Financial Advisor, Capital One Securities, 2017-2018
- Financial Advisor, Reddington Advisory Group, 2015-2017
Education
- SUNY New Paltz