Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Client Relationship Specialist, Charles Schwab, 2018-2021
Education
- Bachelors of Science in Finance, Pace University
Personal interests and affiliations
- Member, Out Professionals
- National Co-Chair - Pride Virtual LGBTQ+ Network at Schwab