Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
7 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Financial Consultant, Charles Schwab, 2022-2024
- Investment Consultant, Charles Schwab, 2021-2022
- Central Relationship Manager, Fidelity Investments, 2020-2021
- SR. Relationship Specialist, Charles Schwab, 2018-2020
Education
- BBA, Finance, Midwestern State University
Personal interests and affiliations