Financial credentials
- Series 4, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2016-present
- Senior Wealth Strategy Associate, UBS, 2014-2016
- Financial Advisor, Concord Wealth Management of New England, 2014-2014
- Electronic Trading Associate, Fidelity Capital Markets, 2012-2014
- Registered Option Principal, Private Client Group Relationship Manager, Fidelity Investments, 2007-2012
Education
- Jack Welch College of Business, Sacred Heart University
- Bachelors in Science, Dual Concentration: Finance and Sports Management