Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
21 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2025-present
- Financial Consultant, Fidelity Investments, 2017-2025
- Relationship Manager, Fidelity Investments, 2016-2017
- Financial Representative, Fidelity Investments, 2015-2016
- VP Product Governance, Fidelity Investments, 2007-2015
- Unit Manager, Fidelity Investments, 2004-2007
Education
- MBA, Boston University, Business
- BS, University of RI, Business