Financial credentials
- Series 7, 66 Securities Licenses
Experience
22 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Head of Product Management & Delivery, American AgCredit, 2020-2024
- Product Manager, Stockpile, 2019-2020
- Product Manager, SoFi, 2016-2018
- Financial Advisor, J.P. Morgan Securities, 2014-2016
- Relationship Banker, JPMorgan Chase Bank, 2011-2013