Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP - Financial Consultant, TD Ameritrade, 2018-2023
- Branch Manager, Scottrade, 2016-2018
- Senior Financial Consultant, TD Ameritrade, 2012-2016
- Financial Services Professional, NYLIFE Securities, 2009-2012