Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- Financial Advisor, McAdam Financial, 2021-2023
- Executive Financial Assistant, Cubix Inc., 2018-2021
Education
- BBA, Economics, Temple University