Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2022-2024
- Financial Solutions Advisor, Merrill Lynch, 2017-2022
- Relationship Manager, Bank of America, 2011-2017
Education
Personal interests and affiliations