Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
3 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Investment Consultant, Charles Schwab, 2023-2024
- AVP - Private Client Banker, JPMorgan Chase & Co., 2022-2023
- Relationship Banker, JPMorgan Chase & Co., 2021-2022
Education
- Investment Management Theory & Practice, Yale School of Management