Financial credentials
- Chartered Financial Analyst®
- Series 3, 7, 63, 66 Securities Licenses
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Senior Financial Consultant, TD Ameritrade, 2016-2018
- Senior Futures and Options Trade Desk Specialist, Thinkorswim by TD Ameritrade, 2013-2016
- Electronic Registered Representative, Thinkorswim by TD Ameritrade, 2011-2013
Education
- BS, Kelley School of Business, Indiana University