Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Senior Financial Consultant, TD Ameritrade, 2017-2019
- Financial Advisor, Merrill Lynch, 2016-2017
Education
- Harvard University, Master's of Liberal Arts, Management and Finance, 2017-Present
- Queen College, Master's of Arts 2008-2010
- Berklee College of Music, Bachelor's Degree
Personal interests and affiliations