Financial credentials
- Chartered Financial Analyst®
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
13 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2018-present
- Private Client Advisor, Schwab Private Client Investment Advisory, Inc., 2016-2018
- Associate Portfolio Consultant, Schwab Private Client Investment Advisory, Inc., 2014-2016
- Trading Specialist, Trader Services, Charles Schwab & Co., Inc., 2013-2014
- Senior Client Consultant, Pinnacle High Net Worth Services, Charles Schwab & Co., Inc., 2012-2013
- Registered Representative, Charles Schwab & Co., Inc., 2011-2012
Education
- BS, Finance, University of Maryland