Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2022-2024
- Associate Financial Consultant, Charles Schwab, 2020-2022
- Financial Advisor, Merrill Lynch, 2017-2020
Education
- MBA, Finance, SUNY Binghamton
- MA, Political Science, SUNY Binghamton