Financial credentials
- Series 7, 24, 63, 65 Securities Licenses
 - Life & Variable Annuity Insurance License
 
Experience
29 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
 - Premier Relationship Manager, Citizens Bank, 2009-2014
 - Premier Relationship Manager, Bank of America, 2006-2009
 
Education
- Worcester State class of 1996 Business
 - Currently enrolled in Boston University Financial Planning Program