Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Portfolio Management Senior Associate, Private Bank, Bank of America, 2024-2025
- Financial Solutions Advisor, Merrill Lynch Pierce, Fenner & Smith Inc, 2017-2024
- Financial Specialist-Private Client Group, PNC Investments, 2013-2017