Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
18 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- VP - Financial Consultant, Charles Schwab, 2021
- Senior VP - Financial Advisor, KWM/Ameriprise Financial, 2020-2021
- AVP - Investments, Stifel Financial, 2020-2020
- Financial Advisor - AVP, Merrill Lynch, 2018-2020
- Financial Consultant, Fidelity Investments, 2012-2018
Education
- BS, William Paterson University
Personal interests and affiliations
- Freehold Township Education Foundation, Board of Directors 2018 - 2019