Financial credentials
- Series 7, 31, 65 Securities Licenses
Experience
24 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Wholesaler, BlackRock, 2007-2022
- Financial Consultant, Morgan Stanley, 2006-2006
- High Net Worth Banker, JPMorgan, 2000-2006
Education
- Biological Sciences, Rutgers College