Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Paraplanner, Ameriprise Financial, 2018-2019
- Financial Advisor, Cornerstone Planning Group LLC, 2017-2019
- Inter/Broker, J H Darbie & Co, 2015-2017
Education
- BS, Finance, William Paterson University
- AS, Business, County College of Morris
Personal interests and affiliations
- DAC - Drug Awareness Council, Council Member 2018 - 2021