Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Branch Manager, Charles Schwab, 2023-present
- VP, Branch Leader, Fidelity Investments, 2017-2023
- Assistant Branch Manager, Fidelity Investments, 2014-2017
- Account Executive, Fidelity Investments, 2013-2014
- Investment Representative, Fidelity Investments, 2011-2013
- Financial Representative, Fidelity Investments, 2010-2011
Education
Personal interests and affiliations