Financial credentials
- Series 6, 7, 63, 66 Securities Licenses
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Wealth Management Senior Relationship Manager, Vanguard, 2018-2026
- UHNW Senior Relationship Manager, Vanguard, 2014-2018
- Financial Service Associate, Vanguard, 2012-2014
Education
- BS, Penn College