Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Investment Consultant, Charles Schwab, 2021-2023
- Registered Representative, Fidelity Investments, 2018-2020
- Insurance Broker, Core Benefits, 2015-2018
Education
- AS, Business Administration, SNHU
- BS, Business Administration, UOPH
Personal interests and affiliations
- Harry Chapin Food Bank - Volunteer, Fort Myers, FL