Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2018-present
- Financial Consultant, E*TRADE, 2013-2016
- Business Development, TD Ameritrade, 2013-2013
- Broker Trainee, JP Turner, 2012-2013
- Associate Financial Consultant, Charles Schwab, 2016-2018
Education
- BS, Accounting and Finance, Auburn University