Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant Partner, Charles Schwab, 2022-2024
- Amazon, Area Manager, 2021-2022
Education
- University of Pittsburgh, College of Business Administration
Personal interests and affiliations
- National Heart Association, Member
- Financial Planners of America