Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
Experience
12 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Financial Consultant, CCR Wealth Management, 2021-2023
- Sr. Financial Consultant, Connecticut Wealth Management, 2021-2021
- Financial Consultant, Fidelity Investments, 2017-2021
- Financial Planner, AXA Equitable, 2012-2017
Education
- BA, History & Education