
Timeline
About me
Wealth Management Associate
Education

Siena college
2010 - 2014Bachelor of science financeActivities and Societies: Division 1 Baseball Team
Experience

Blackrock
Nov 2014 - Mar 2020U.S. Wealth Advisory
Investment Management Associate
Jul 2016 - Mar 2020Sales Associate
Nov 2014 - Jun 2016

King financial network
Mar 2020 - nowWealth management associateKing Financial Network is an integrated, team-based, wealth management network that takes a comprehensive, customized, and independent approach to guide our clients through Financial, Retirement, Tax, Insurance, and Estate Planning at every stage of life.Securities offered through Commonwealth Financial Network®, ®, finra.org/sipc.org [King Financial Network, 198 US Highway 9 North, Suite 204, Manalapan, NJ 07726, (732) 845-1929]This communication is strictly intended for individuals residing in the state of NJ. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www. commonwealth. com/termsofuse.html. Show less
Licenses & Certifications

Certified private wealth advisor® professional
Investments & wealth instituteFeb 2025
Series 66
NasaaMar 2015
Certified annuity specialist (cas)
Institute of business & financeJun 2020
Accredited investment fiduciary
Fi360, a broadridge companyJan 2021- View certificate

Certified financial planner (cfp)
Cfp boardOct 2020 .webp)
Series 7
Financial industry regulatory authority (finra)Jan 2015
Certified fund specialist (cfs)
Institute of business & financeJun 2020
Honors & Awards
- Awarded to Jim Meindl, CFP®, CPWA®, AIF®Best Finance Paper Siena College Student Conference in Business Portfolio Management
Volunteer Experience
Volunteer
Issued by Ronanld McDonald House (Troy, New York) on Oct 2011
Associated with Jim Meindl, CFP®, CPWA®, AIF®Participant/Instructor
Issued by Miracle League Long Island on Jul 2012
Associated with Jim Meindl, CFP®, CPWA®, AIF®
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