Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant, Fidelity Investment, 2022-2025
- Financial Solutions Advisor, Bank of America/ Merrill Lynch, 2019-2022
- Register Rep, World Group Securities, INC, 2002-2007