Financial credentials
- Series 7, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Sr. Financial Consulatant, TD Ameritrade, 2013-2022
- Sales Associate, JP Morgan, 2009-2013
- Personal Banker, JP Morgan, 2007-2009
- Broker, JP Turner, 2003-2006
Education
- BA, Business SUNY Buffalo