Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab & Co, 2019-2021
- Financial Advisor, Senior Portfolio Advisor, Merrill Lynch & Co, 2017-2019
- Financial Advisor, Morgan Stanley, 2015-2017
Education
- B.Sc., Economics - Money and Banking, The Pennsylvania State University
Personal interests and affiliations
- Aircraft Owners and Pilots Association