Financial credentials
- Series 7, 63 Securities Licenses
Experience
9 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2015-present
- Financial Representative, TD Ameritrade, 2015-2015
- Client Service Specialist, TD Ameritrade, 2015-2021
- Financial Consultant, TD Ameritrade, 2021-2023
- VP - Financial Consultant, Charles Schwab, 2023
Education
- Bachelor of Arts, Lakeland College
Personal interests and affiliations
- California Unversity of Pennsylvania Women's Rugby, Head Coach