Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2019-present
- Financial Consultant, Santander Investment Services, 2017-2019
- Select Banker, Santander Bank, 2016-2017
- Premier Banker, Santander Bank, 2012-2015
- Personal Banker, Bank of America, 2010-2012
- Investment Representative, Edward Jones, 2009-2010
Education
- MBA, Fordham University