Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 9, 10, 63, 65 Securities Licenses
Experience
10 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2026-present
- Wealth Consultant Partner, Charles Schwab, 2021-2026
- Sr. Client Relationship Specialist, Charles Schwab, 2019-2021
- Specialist, Partner Support, Charles Schwab, 2017-2019
- Associate, Broker Services, Charles Schwab, 2016-2017
Education
- St. Lawrence University
- BA, History