Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Advisor, Merrill Lynch, 2017-2019
Education
- Adelphi University Garden City, NY
- B.B.A. Bachelor of Business Administration
Personal interests and affiliations
- Alzheimer's Association