Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Registered Wealth Management Associate, Merrill Lynch, 2020-2021
- Guidance Consultant, Fidelity Investments, 2013-2020
- Insurance Agent, Bankers Life and Casualty, 2011-2013