Financial credentials
- Series 7, 9, 66 Securities Licenses
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Consultant, Charles Schwab & Co., Inc, 2024-2025
- Client Relationship Specialist, Charles Schwab & Co., Inc, 2021-2024
- Financial Representative, Equitable Advisors, LLC, 2020-2021
Education
- BA, Miami University
Personal interests and affiliations