Financial credentials
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65, 87 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
23 years of professional experience
- Independent Branch Financial Consultant, Charles Schwab, 2023-present
- Wealth Management Advisor, Northwestern Mutual, 2022-2023
- Financial Consultant, Charles Schwab Horsham Branch, 2021-2022
- Associate Financial Consultant, Charles Schwab Allentown Branch, 2019-2021
- Financial Advisor, Morgan Stanley, 2017-2018
- Research Analyst, Barclays, 2012-2017
Education
- BA, Economics, Tufts University
- CFA, Investment Research & Management, CFA Institute
- CFP, Financial Planning, CFP Board
Personal interests and affiliations
- Rotary International (Doylestown, PA)
- Asha for Education Charity (Princeton, NJ)
- Eastern Montgomery County Chamber of Commerce (Jenkintown, PA)
- CFA Society Philadelphia (Philadelphia, PA)