
Timeline
About me
Financial Consultant at Fidelity Investments
Education

University at albany
2015 - 2019
Experience

Sysco
Feb 2018 - Oct 2019Finance intern
Ayco, a goldman sachs company
Oct 2019 - Sept 2023Financial Counselor
Oct 2019 - Sept 2023Associate
Oct 2019 - Sept 2023

Fidelity investments
Sept 2023 - nowFinancial Consultant
Jul 2024 - nowInvestment Consultant
Sept 2023 - Jul 2024
Licenses & Certifications

Sie
Goldman sachs ayco personal financial managementNov 2019
Series 7
Goldman sachs ayco personal financial managementSept 2020
Series 66
Goldman sachs ayco personal financial managementOct 2020
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