Financial credentials
- CERTIFIED FINANCIAL PLANNER® Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab, 2025-2025
- Investment Consultant, Fidelity Investments, 2024-2025
- Financial Representative, Fidelity Investments, 2022-2024
- Account Executive, New Day Financial, 2022-2022
Education
- BA, Sociology, SUNY Cortland
Personal interests and affiliations
- Eagle Scout