Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2024-present
- VP Financial Advisor, Merrill Lynch, 2022-2024
- VP Private Client Advisor, JP Morgan, 2016-2022
- VP Financial Solutions Advisor, Merrill Lynch, 2006-2016
Education
Personal interests and affiliations