Financial credentials
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Regional Investment Consultant, Fidelity Investments, 2021-2025
- Senior Investment Specialist II, Merrill Edge, 2020-2021
- Officer, Client Service Officer, Santander Securities, LLC, 2019-2020
- Senior Personal Banking Representative, Santander Bank, N.A, 2016-2019
Education
- Masters of Business Administration, Finance Concentration, Johnson & Wales University
- Bachelors of Science, Accounting, Johnson & Wales University
Personal interests and affiliations