Financial credentials
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Branch Manager, Charles Schwab, 2026-present
- Financial Consultant, E*TRADE, 2013-2016
- Business Development, TD Ameritrade, 2013-2013
- Associate Financial Consultant, Charles Schwab, 2016-2018
- VP Financial Consultant, Charles Schwab, 2018-2024
- Assistant Branch Manager, Charles Schwab, 2024-2026
Education
- BS, Accounting and Finance, Auburn University