Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2024-present
- New Client Investment Consultant, Charles Schwab, 2023-2024
- International Services Representative, Charles Schwab, 2021-2023
Education
- Bachelors of Science in Business, Finance and International Business, Indiana University- Kelley School of Business
Personal interests and affiliations