Financial credentials
- Series 7, 63, 65, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Regional Product Specialist, Blue Owl Capital, 2021-2023
- Regional Product Specialist, Central Park Group, 2018-2021
- Regional Product Specialist, CION Investments, 2016-2018
- Financial Solutions Advisor, Merrill Edge, 2015-2016
Education
- BA, Economics & Communications, Villanova University
Personal interests and affiliations
- Charity: Joshua Harr Shane Foundation
- Hobbies: Time with Family, Soccer, Golf