Financial credentials
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Producing Branch Manager, TD Ameritrade, 2019-2021
- Sr. Financial Consultant, TD Ameritrade, 2018-2019
- VP, National Sales Specialist, Merrill Lynch, 2014-2018
- VP, Financial Solutions Advisor, Merrill Lynch, 2010-2014
- Equity Trader, Madison Proprietary Trading, 2006-2009
Education
- Bachelor of Arts in Communications, William Paterson University
Personal interests and affiliations
- Lunch Break, Volunteer