Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- INVESTMENT CONSULTANT, CHARLES SCHWAB, 2021-2024
- PRIVATE CLIENT BANKER, JP MORGAN CHASE BANK, 2011-2021
Education
- BA ACCOUNTING THE COLLEGE OF WESTCHESTER
Personal interests and affiliations