Financial credentials
- Certified Trust and Financial Advisor
- Series 7, 66 Securities Licenses
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Trust Specialist, Fidelity Personal Trust Company, 2017-2023
- Trust Officer, Fidelity Personal Trust Company, 2015-2017
- Financial Consultant, Fidelity Investments, 2010-2015
- Client Management Representative, Fidelity Investments, 2008-2010
- Retirement Investment Specialist, Fidelity Investments, 2004-2008
Education
- Bachelor of Science, University of New Hampshire, Durham