Financial credentials
- Series 7, 66 Securities Licenses
Experience
16 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, TD Ameritrade, 2018-2022
- Investment Consultant, Scottrade, 2014-2018
- Financial Advisor, Wells Fargo Advisors, 2014-2014
- Financial Advisor, Northwestern Mutual Investments, 2013-2014
- Financial Advisor, Wells Fargo Advisors, 2011-2013