Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2023-2024
- Investment Consultant, Charles Schwab, 2022-2023
- Client Relationship Specialist, Charles Schwab, 2021-2022
- Relationship Banker, Wells Fargo, 2016-2021
- District Service Manager, Unifirst Corporation, 2015-2016
Education
- BS, Business Administration & Finance, State University of New York at Oswego
Personal interests and affiliations