Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Financial Solutions Advisor, Merrill Lynch, 2020-2021
- Workplace Planning Consultant, Fidelity Investments, 2019-2020
- Relationship Manager, Fidelity Investments, 2018-2019
- Workplace Planning Consultant, Fidelity Investments, 2015-2018
Education
- BS, Business Administration, Flagler College
Personal interests and affiliations