Financial credentials
- Series 7, 63, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Senior Financial Consultant, TD Ameritrade, 2017-2019
- TIAA-CREF, Wealth Management Advisor, 2016-2017
- Private Investment Consultant, TD Ameritrade, 2011-2016
- Investment Bank Consultant, Nomura Securities Intl., 2010-2011
- Financial Planning Consultant, Fidelity Investments, 2003-2009
Education
- BA, Providence College