Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
5 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2026-present
- Investment Consultant, Fidelity Investments, 2024-2026
- Financial Representative, Fidelity Investments, 2023-2024
- Underwriter, United Wholesale Mortgage, 2021-2022
Education
- BA, Finance, Michigan State University