Experience

Peak Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Client Services Associate

  • Aug 2021 - Present

  The financial consultants at Peak Wealth Partners are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment adviser. Peak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with Peak Wealth Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.



Medford Township Public Schools

• United States
• 1 - 100 Employee

• Main Office Assistant

  • 2020 - 2021



ESS

• France
• Financial Services
• 1 - 100 Employee

• Media Center Assistant

  • 2014 - 2020



DOW JONES & COMPANY, INC.

• United States
• 1 - 100 Employee

• Customer Service Supervisor

  • 2001 - 2003

• Customer Service Representative

  • 1995 - 2001