Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Relationship Manager, BlackRock, 2021-2025
- Internal Wholesaler, BlackRock, 2019-2021
- ETF Analyst, Vanguard, 2018-2019
- Financial Advisor, Vanguard, 2015-2018
- Brokerage Associate, Vanguard, 2013-2015
Education
- BA, Business Administration, St. Joseph's University
Personal interests and affiliations