Financial credentials
- Master of Science in Finance
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2021-2022
- Client Service Specialist, Charles Schwab, 2021-2021
- Financial Advisor, Evershore Financial Group, 2020-2021
- Financial Advisor, Merrill Lynch, 2019-2020
- Financial Representative, MassMutual, 2019-2019
Education
- Chartered Retirement Planning Counselor, College of Financial Planning
- Master of Science in Finance, Purdue University Global
- Bachelor of Applied Science Supervision and Management
Personal interests and affiliations
- Young Professional Network of Urban League of Broward County, Vice President, 2019-Present