Financial credentials
- Master in Business Administration
- Series 6, 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Relationship Banker, JP Morgan Chase N.A., 2017-2022
Education
- BS in Biology CUNY; Master's in International Business, FIU; MBA, UWI
Personal interests and affiliations