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Work Background
Head of Wealth
WealthMoreHead of Wealth
Aug. 2023
Director of Financial Education and Planning
AndwiseDirector of Financial Education and Planning
Aug. 2023 - May. 2024Fintech - Financial Education
SME-Content Developer
MadecraftSME-Content Developer
Apr. 2023 - Aug. 2023High School Financial Literacy Program SME & Content Developer
Chief Financial Planning & Operations Officer, Co-Founder
Freeman CapitalChief Financial Planning & Operations Officer, Co-Founder
Jan. 2022 - May. 2023(Techstars '22)
Principal
Frias Financial PlanningPrincipal
Dec. 2020 - Jun. 2022New York City Metropolitan Area
Financial Planning Strategy Lead
Freeman CapitalFinancial Planning Strategy Lead
Aug. 2020 - Jan. 2022(Techstars '22)
Wealth Management Advisor ♦ Financial Planner
MassMutualWealth Management Advisor ♦ Financial Planner
Sep. 2017 - Nov. 2020I provide an analysis of your current financial situation and help you: • Identify financial goals and concerns • Illustrate what is being done to reach your goals and deal with concerns • Identify gaps, if present, and offer solutions to fill them. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ MassMutual refers to Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111‐0001, and its affiliated US insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.
Financial Advisor, Vice President – Investments ♦ CFP®
Wells Fargo AdvisorsFinancial Advisor, Vice President – Investments ♦ CFP®
Jun. 2016 - Sep. 2017Great Neck, NYWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE” ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Private Client Advisor ►Financial Advisor ♦ Investments & Money Manager
J.P. MorganPrivate Client Advisor ►Financial Advisor ♦ Investments & Money Manager
Feb. 2013 - Jun. 2016Greater New York City AreaJ.P. Morgan Securities is a brokerage and investment advisor firm that offers a broad array of investment products and the world’s leading investment managers. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Vice President Financial Advisor ► Investment Management
HSBCVice President Financial Advisor ► Investment Management
Jun. 2008 - Jan. 2013Greater New York City AreaHSBC is one of the world’s largest banking and financial services organizations. The company serves more than 45 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
Senior Associate/Certified Financial Planner (CFP) ► Mutual Fund Coordinator
Merrill LynchSenior Associate/Certified Financial Planner (CFP) ► Mutual Fund Coordinator
Jan. 2002 - Jun. 2008Greater New York City AreaMerrill Lynch is one of the largest wealth management businesses in the world. The company’s financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
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