Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2021-present
- VP, Financial Consultant, Fidelity Investments, 2014-2021
- Financial Consultant, Fidelity Investments, 2010-2014
- Investments Representative, Fidelity Investments, 2008-2010
- 401k Specialist, Fidelity Investments, 2006-2008
Education
- East Carolina University
- Bachelor of Science in Business Administration
- Finance
Personal interests and affiliations