Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Consultant, Charles Schwab, 2018-2020
- Financial Consultant, TD Ameritrade, 2018-2018
- Investment Consultant, Scottrade, 2016-2018
Education
- University of Massachusetts, Amherst
- BA, Communications