Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Fidelity, 2020-2021
- Sr. Financial Consultant, TD Ameritrade, 2013-2020
Education
- BA, Economics, finance, Brooklyn College