Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2021-present
- Associate Financial Consultant, Charles Schwab, 2019-2021
- Financial Consultant, TD Ameritrade, 2018-2019
- Investment Consultant, Fidelity Investments, 2016-2018
- Financial Representative Full Trader, Fidelity Investments, 2015-2016
Education
- Wright State University
- Finance
Personal interests and affiliations
- Parishioner & Eucharistic Minister of Saint Ann Catholic Church
- Charles Schwab Foundation's Moneywise America - Youth Financial Literacy Educator