Financial credentials
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
15 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2026-present
- Director, Financial Advisor Development Program Lead, UBS, 2025-2026
- Director, Sales Manager, UBS, 2021-2023
- Administrative Manager, UBS, 2019-2021
Education
- BBA in Finance, James Madison University
- Minor, Public Policy and Administration, James Madison University