Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- High Net Worth Client Representative, Senior Associate, Vanguard, 2022-2023
- Associate Banker, JPMorgan Chase & Co, 2021-2022
Education
- Bachelor of Business Administration, Zarb School of Business, Hofstra University
Personal interests and affiliations