Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 66 Securities Licenses
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Advisor, Vanguard, 2021-2023
- Retirement Specialist, Vanguard, 2019-2021
- Financial Services Professional, New York Life, 2017-2019
Education
- Bachelor of Science, Finance, Stockton University