Financial credentials
- Series 3, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
4 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Institutional Associate, Charles Schwab, 2020-2021
- Registered Broker, Robinhood, 2021-2022
- Sr. Derivatives Trading Specialist, Charles Schwab, 2022-2024
Education
- BBA, Managerial Finance & Real Estate, University of Mississippi (Ole Miss)
Personal interests and affiliations