Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Business Service Officer, Morgan Stanley, 2013-2024
- Client Associate, Merrill Lynch, 2010-2013
- Financial Advisor, Waddell & Reed, 2009-2010
Education
Personal interests and affiliations