Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 24, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
10 years of professional experience
- VP - Branch Manager, Charles Schwab, 2022-present
- Branch Manager, TD Ameritrade, 2018-2024
- Senior Financial Consultant, TD Ameritrade, 2014-2018
Education
- Bachelor of Science Business Administration, Management, WGU