Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Financial Consultant II, Principal Financial, 2024-2025
- Wealth Relationship Manager, Citi, 2020-2024
- Financial Solutions Advisor, Merrill Lynch, 2017-2020
Education
Personal interests and affiliations