Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Senior Financial Consultant, TD Ameritrade, 2018-2020
- Financial Consultant, Scottrade, 2015-2018
- Financial Consultant, Springline Group (LPL), 2014-2015
- Financial Consultant, Springline Group (New England Financial), 2012-2014
- Financial Consultant, Axa Advisors, 2009-2012
Personal interests and affiliations
- Transformations Charity Gala
- Baby Jays Legacy of Hope
- Toys For Tots