Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Relationship Manager, Fidelity Investments, 2017-2019
- Retirement Solutions, Fidelity Investments, 2015-2017
- Investment Solutions, Fidelity Investments, 2013-2015
Education
- BS, Business Administration
- Florida A&M University