Financial credentials
- Master in Business Administration
- Series 7, 9, 10, 24, 55, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2025-present
- VP - Assistant Branch Manager, Charles Schwab, 2023-2025
- Investor Relations Partner and Business Development, Crescent City Capital, 2022-2023
- Head of Sales Trading, New York, Kepler Cheuvreux, 2016-2021
- Global Equity Sales Trader, Kepler Cheuvreux, 2013-2016
- Senior Vice President, Sales Trading, Credit Agricole Cheuvreux, 2008-2013
Education
- MBA, Duke University
- BSBA, Finance, Boston University
- Dresdner Kleinwort 20/20 Executive Education Program, INSEAD