Career history
- Vice President, Wealth AdvisorFeb 2023 to PresentFarther
- Financial Advisor, Senior Portfolio Advisor2019 to 2023Merrill Lynch Wealth Management
- Associate Portfolio Manager - Watermark Capital Management2018 to 2019Equitable
- Director of Insurance Services, Wealth Management2013 to 2017Northwestern Mutual
- Supervising Agent, Insurance Specialist2011 to 2013American Income Life Insurance Company
Education
EconomicsFordham University
Accounting and FinanceWest Virginia University
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