Financial credentials
- Chartered Financial Analyst®
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Premier Banker, Wells Fargo, 2012-2021
- Financial Advisor, ING Financial Partners, 2012-2012
Education
- BBA, Marketing, Temple University