Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2021-2022
- Associate, Equtiable, 2020-2021
Education
- Bachelors of Science in Business Administration, Finance, West Virginia University