Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
2 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Fidelity Investments, 2024-2025
- Financial Advisor, Northwestern Mutual, 2023-2024
- Investment Consultant, Charles Schwab & Co., Inc., 2025-2026
Education
- BA, Communications & Business Administration, University at Albany