Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2016-present
- Senior Financial Consultant, TD Ameritrade, 2016
- Financial Advisor, AXA Equitable, 2013-2016
- Stock Broker, Rockwell Securities, 2012-2013
Education
- Bachelor of Science in Finance, Binghamton University