Financial credentials
- Series 7, 63, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- VP - Financial Consultant, TD Ameritrade, 2020-2022
- Financial Consultant, TD Ameritrade, 2019-2020
- Relationship Manager, TD Ameritrade, 2018-2019
- Registered Representative, Ferguson McCLure & Associates, 2010-2018
Education
- Brigham Young University
- Fluent in Italian, Albanian