Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Financial Consultant, Fidelity Investments, 2021-2021
- Investment Consultant, Fidelity Investments, 2019-2021
- Financial Representative, Fidelity Investments, 2017-2019
Education
- Bachelor of Science in Business Administration, Finance, John Carroll University