Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Consultant, Charles Schwab, 2021-2022
- Financial Consultant, TD Ameritrade, 2019-2020
- AVP, Financial Advisor, Merrill Lynch, 2012-2016
Education
- Rutgers University, Finance/ Economics