Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
13 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2015-present
- Financial Solutions Advisor, Merrill Edge, 2014-2015
- Financial Sales, New York Life, 2013-2014
- Financial Analyst, Hunter Hollis, 2012-2013
Education
- MBA, Winthrop University
- BA, Winthrop University