Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Master in Business Administration
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2014-present
- Associate Financial Consultant, Charles Schwab, 2011-2014
- Trading/Service Rep 2, Wells Fargo, 2010-2011
- Licensed Banker, Wells Fargo, 2006-2010
Education
- MBA, Hamiline University
- BS, Computer Science, South Dakota State University