Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
17 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2008-present
- Intern/Stockbroker, Scottrade, 2008-2010
- Financial Consultant, TD Ameritrade, 2010-2020
- VP, Financial Consultant, Charles Schwab, 2020
Education
- BBA, Georgia State University