Financial credentials
- Certified Wealth Strategist®
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
12 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Assistant Branch Manager, Charles Schwab, 2020-2022
- Client Relationship Specialist, Charles Schwab, 2019-2020
- Financial Planning Associate, Stifel Financial Corporation, 2018-2019
- Relationship Manager II, Scottrade, 2017-2018
- Sr. Account Solutions Specialist, Scottrade, 2013-2017
Education
- BS, Accounting, Webster University