Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- VP, Financial Consultant, TD Ameritrade, 2019-2022
- Vice President, Financial Consultant, Santander, 2017-2018
- Investment Consultant, Fidelity Investments, 2010-2017
Education
- MBA, Suffolk University
- BBA, Salem State University