Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2023-present
- Private Wealth Associate, Alliance Bernstein, 2022-2023
- Banker, JP Morgan Chase, 2020-2022
- United States Marines Corp, 2nd Battalion 25th Marines, 2008-2016
Education
- Bachelors of Science - Electrical Engineering
- NYU - School of Professional Studies - Certificate in Financial Planning