Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- AVP - Wealth Relationship Manager, CitiGroup, 2020-2024
- Financial Advisor, Merrill Lynch, 2017-2020
- Relationship Manager, Bank of America, 2013-2017