Financial credentials
- Series 7, 63, 65 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Co-Founder, Sloane Street Capital, 2023-2026
- Senior Associate, Ember, 2022-2023
- Small Business Banker, Bank of America Merrill Lynch, 2021-2022
- Financial Advisor, Bank of America Merrill Lynch, 2019-2021