Fidelity Investments Feb 2015 - Jun 2016
Director; Retirement Planner
Charles Schwab Feb 2015 - Jun 2016
Vice President - Financial Consultant
Fidelity Investments Nov 2013 - Feb 2015
Financial Consultant
Fidelity Investments Jul 2012 - Nov 2013
Investments Representative
Fidelity Investments Aug 2010 - Jul 2012
Financial Representative
Education:
Canisius College 2008 - 2010
Bachelors
Canisius College 2003 - 2007
Bachelors, Business Administration, Management, Business Administration and Management
Skills:
Investments Asset Allocation Wealth Management
Certifications:
Series 7 Series 63 Series 65 Certified Financial Plannerâ„¢ Life & Health Insurance