Financial credentials
- Accredited Wealth Management Advisor℠
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Financial Consultant Partner, Charles Schwab & Co., Inc, 2016-2017
- Registered Representative, Charles Schwab & Co., Inc, 2013-2016
- Trust Administrator, PNC Wealth Management, 2011-2013
- Client Services & Support Specialist, PNC Wealth Management, 2010-2011
Education
- Master of Arts - Industrial & Labor Relations, Indiana University of PA
- Bachelor of Science - Sports Administration, Indiana University of PA
- Minor of Business Administration, Indiana University of PA
Personal interests and affiliations
- Texas Young Professionals
- Young Active Professionals - Houston, TX
- Member of Sugar Creek Country Club