Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Consultant Academy, Charles Schwab, 2020-2021
Education
- BSBA, Management Information Systems & Finance, Boston University