Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Senior Financial Consultant, TD Ameritrade, 2019-2020
- Client Development Consultant, TD Ameritrade, 2015-2019
- Financial Representative, TD Ameritrade, 2014-2015
- Associate Financial Consultant, Charles Schwab, 2020-2020
Education
- Bachelor's Degree of Business - University of Nebraska at Omaha