Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Associate, Financial Consultant, Charles Schwab, 2018-2019
- FC Academy Cohort Licensed, Charles Schwab, 2016-2018
Education
- BSBA, Finance, Boston University