Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 9, 10, 24, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- VP - Assistant Branch Manager, Charles Schwab, 2021-2022
- Client Relationship Manager, Charles Schwab, 2019-2021
- Associate Financial Consultant, Charles Schwab, 2018-2019
- Client Development Manager, T. Rowe Price, 2017-2018
- Sr. Investment Specialist, T. Rowe Price, 2015-2017
Education
- Bachelor of Science, Business Management, St. John Fisher University