Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
Experience
10 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Internal Consultant, BMO Asset Management, 2019-2021
- Relationship Manager, Bank of America Merrill Lynch, 2016-2019
- Personal Banker, Fifth Third Bank, 2015-2016
Education
- Southern Illinois University Carbondale