Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Investment Consultant, Prudential/PGIM, 2016-2021
- Regional Director, WBI Investments, 2015-2016
- Investment Consultant, BlackRock, 2007-2015
Education
- Rutgers University