Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP, Financial Advisor, Merrill Lynch, 2020-2023
- Financial Advisor, Edward Jones, 2017-2020
- Regional VP, Nuveen Investments, 2015-2017
Education
- University of Massachusetts