Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Investment Management Analyst®
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Financial Advisor, Lichtenstein Financial, 2019-2022
- Financial Advisor, Merrill Lynch, 2014-2017
- Financial Advisor, Morgan Stanley, 2013-2014
Education
- Bachelor of Arts
- SCSU
Personal interests and affiliations