Financial credentials
- Series 7, 9, 10, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Branch Manager, Charles Schwab, 2019-present
- Vice President, Halliday Financial, 2019-2020
- Branch Manager, TD Ameritrade, 2018-2019
- Branch Manager, Scottrade, 2016-2018
- AVP, Bank of America Merrill Lynch, 2014-2016
Education
- Bachelor's Degree, Finance and Accounting, Northeastern University
Personal interests and affiliations