Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
6 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Financial Consultant Partner, Charles Schwab, 2025-2026
- Relationship Manager, Fidelity, 2024-2025
- Team Lead, E*Trade, 2020-2024
Education
- BS, Business Management, Tulane University